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 | $31,859 | $76,000-58.1% | $154,107-79.3% | $64,186-50.4% |
| Participation rate | 9.7% | 70.4%-60.7pp | 83.0%-73.4pp | 69.6%-59.9pp |
| Annual return | -10.38% | 30.32%-40.7pp | 735.12%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,040 | $3,175-67.2% | $5,081-79.5% | $3,470-70.0% |
| Admin fee / account holder | $417 | $5,596-92.5% | $13,411-96.9% | $4,888-91.5% |