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 9-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 | $94,285 | $142,344-33.8% | $119,609-21.2% | $134,475-29.9% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -20.75% | -12.44%-8.3pp | -14.97%-5.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $624 | $5,222-88.1% | $4,232-85.3% | $4,740-86.8% |
| Participant deferral / active EE | $3,380 | $6,469-47.8% | $5,602-39.7% | $6,400-47.2% |
| Admin fee / account holder | $1,102 | $13,584-91.9% | $10,323-89.3% | $11,426-90.4% |