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 3-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 | $27,578 | $105,860-73.9% | $90,749-69.6% | $134,475-79.5% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -23.33% | -11.01%-12.3pp | -12.16%-11.2pp | 417.96%-441.3pp |
| Employer contribution / active EE | $374 | $3,462-89.2% | $2,921-87.2% | $4,740-92.1% |
| Participant deferral / active EE | $1,711 | $5,216-67.2% | $4,564-62.5% | $6,400-73.3% |
| Admin fee / account holder | $771 | $13,938-94.5% | $8,445-90.9% | $11,426-93.3% |