See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,258 | $112,096-75.7% | $95,952-71.6% | $158,922-82.8% |
| Participation rate | 54.2% | 79.0%-24.8pp | 77.1%-22.9pp | 82.0%-27.8pp |
| Annual return | -10.80% | 171.09%-181.9pp | 91.61%-102.4pp | 302.83%-313.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,846 | $4,784+1.3% | $4,167+16.3% | $5,982-19.0% |
| Admin fee / account holder | $1,559 | $10,130-84.6% | $6,795-77.1% | $11,246-86.1% |