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 | $53,793 | $138,065-61.0% | $123,544-56.5% | $135,375-60.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -14.81% | 153.68%-168.5pp | 119.20%-134.0pp | 519.73%-534.5pp |
| Employer contribution / active EE | $386 | $5,151-92.5% | $4,628-91.7% | $4,779-91.9% |
| Participant deferral / active EE | $4,041 | $6,799-40.6% | $6,426-37.1% | $5,609-28.0% |
| Admin fee / account holder | $682 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |