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 | $112,401 | $73,867+52.2% | $143,757-21.8% | $68,494+64.1% |
| Participation rate | 12.9% | 66.7%-53.8pp | 80.3%-67.4pp | 67.9%-55.0pp |
| Annual return | -20.47% | 1.01%-21.5pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $260 | $3,184-91.8% | $4,951-94.7% | $2,596-90.0% |
| Participant deferral / active EE | $2,041 | $3,384-39.7% | $5,637-63.8% | $4,027-49.3% |
| Admin fee / account holder | $924 | $5,755-84.0% | $14,673-93.7% | $5,403-82.9% |