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 | $33,875 | $129,942-73.9% | $104,294-67.5% | $134,475-74.8% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -23.98% | 42.03%-66.0pp | 24.61%-48.6pp | 417.96%-441.9pp |
| Employer contribution / active EE | $497 | $4,184-88.1% | $3,372-85.3% | $4,740-89.5% |
| Participant deferral / active EE | $1,644 | $5,588-70.6% | $4,625-64.4% | $6,400-74.3% |
| Admin fee / account holder | $13,978 | $9,323+49.9% | $7,339+90.5% | $11,426+22.3% |