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 | $67,895 | $152,509-55.5% | $117,472-42.2% | $134,475-49.5% |
| Participation rate | 47.6% | 77.1%-29.5pp | 70.6%-23.0pp | 81.2%-33.6pp |
| Annual return | -20.83% | 52.99%-73.8pp | 29.74%-50.6pp | 417.96%-438.8pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,918 | $4,818-18.7% | $4,070-3.7% | $6,400-38.8% |
| Admin fee / account holder | $28,556 | $7,004+307.7% | $5,645+405.9% | $11,426+149.9% |