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 | $34,891 | $180,449-80.7% | $154,107-77.4% | $135,375-74.2% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -12.36% | 888.09%-900.4pp | 735.12%-747.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,254 | $6,035-79.2% | $5,298-76.3% | $4,779-73.8% |
| Participant deferral / active EE | $3,073 | $5,806-47.1% | $5,081-39.5% | $5,609-45.2% |
| Admin fee / account holder | $765 | $16,143-95.3% | $13,411-94.3% | $10,827-92.9% |