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 7-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 | $17,387 | $133,958-87.0% | $112,228-84.5% | $134,475-87.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -22.56% | 47.11%-69.7pp | 27.45%-50.0pp | 417.96%-440.5pp |
| Employer contribution / active EE | $752 | $4,038-81.4% | $3,635-79.3% | $4,740-84.1% |
| Participant deferral / active EE | $3,131 | $5,291-40.8% | $4,728-33.8% | $6,400-51.1% |
| Admin fee / account holder | $894 | $7,489-88.1% | $6,410-86.1% | $11,426-92.2% |