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 | $35,949 | $109,982-67.3% | $97,226-63.0% | $145,922-75.4% |
| Participation rate | 27.3% | 75.9%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | -9.64% | 242.90%-252.5pp | 75.13%-84.8pp | 561.29%-570.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,555 | $4,676-2.6% | $4,264+6.8% | $6,688-31.9% |
| Admin fee / account holder | $6,475 | $6,221+4.1% | $5,654+14.5% | $13,397-51.7% |