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 6-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 | $22,344 | $133,958-83.3% | $112,228-80.1% | $134,475-83.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -40.48% | 47.11%-87.6pp | 27.45%-67.9pp | 417.96%-458.4pp |
| Employer contribution / active EE | $171 | $4,038-95.8% | $3,635-95.3% | $4,740-96.4% |
| Participant deferral / active EE | $2,470 | $5,291-53.3% | $4,728-47.8% | $6,400-61.4% |
| Admin fee / account holder | $3,343 | $7,489-55.4% | $6,410-47.9% | $11,426-70.7% |