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 5-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 | $31,472 | $190,805-83.5% | $159,960-80.3% | $134,475-76.6% |
| Participation rate | 57.1% | 81.9%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -22.38% | 552.23%-574.6pp | 408.60%-431.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $180 | $4,995-96.4% | $4,226-95.8% | $4,740-96.2% |
| Participant deferral / active EE | $1,919 | $6,923-72.3% | $6,182-69.0% | $6,400-70.0% |
| Admin fee / account holder | $1,375 | $10,471-86.9% | $8,698-84.2% | $11,426-88.0% |