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 | $30,282 | $167,484-81.9% | $151,611-80.0% | $134,475-77.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -26.13% | 7.80%-33.9pp | 3.33%-29.5pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,024 | $6,829-85.0% | $6,166-83.4% | $4,740-78.4% |
| Participant deferral / active EE | $7,374 | $8,986-17.9% | $8,363-11.8% | $6,400+15.2% |
| Admin fee / account holder | $1,962 | $13,783-85.8% | $11,616-83.1% | $11,426-82.8% |