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 7-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 | $24,149 | $167,484-85.6% | $151,611-84.1% | $134,475-82.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -21.40% | 7.80%-29.2pp | 3.33%-24.7pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,060 | $6,829-84.5% | $6,166-82.8% | $4,740-77.6% |
| Participant deferral / active EE | $4,247 | $8,986-52.7% | $8,363-49.2% | $6,400-33.6% |
| Admin fee / account holder | $1,623 | $13,783-88.2% | $11,616-86.0% | $11,426-85.8% |