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 | $50,111 | $147,727-66.1% | $115,756-56.7% | $134,475-62.7% |
| Participation rate | 64.3% | 80.4%-16.2pp | 77.1%-12.8pp | 81.2%-16.9pp |
| Annual return | -22.28% | 73.96%-96.2pp | 143.14%-165.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,521 | $7,563+12.7% | $6,254+36.3% | $6,400+33.2% |
| Admin fee / account holder | $1,708 | $14,571-88.3% | $8,124-79.0% | $11,426-85.0% |