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 | $88,372 | $129,942-32.0% | $104,294-15.3% | $134,475-34.3% |
| Participation rate | 14.3% | 79.5%-65.2pp | 73.3%-59.0pp | 81.2%-66.9pp |
| Annual return | -23.08% | 42.03%-65.1pp | 24.61%-47.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $415 | $4,184-90.1% | $3,372-87.7% | $4,740-91.2% |
| Participant deferral / active EE | $2,717 | $5,588-51.4% | $4,625-41.3% | $6,400-57.5% |
| Admin fee / account holder | $2,976 | $9,323-68.1% | $7,339-59.5% | $11,426-74.0% |