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 8-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 | $21,027 | $74,888-71.9% | $71,209-70.5% | $142,382-85.2% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | -11.50% | 345.14%-356.6pp | 282.51%-294.0pp | 217.08%-228.6pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,264 | $4,454-4.3% | $4,175+2.1% | $6,507-34.5% |
| Admin fee / account holder | $4,604 | $5,568-17.3% | $5,349-13.9% | $12,624-63.5% |