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 | $65,662 | $82,664-20.6% | $125,339-47.6% | $68,494-4.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 82.4%-62.4pp | 67.9%-47.9pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $609 | $3,381-82.0% | $4,814-87.3% | $2,596-76.5% |
| Participant deferral / active EE | $3,573 | $6,110-41.5% | $7,446-52.0% | $4,027-11.3% |
| Admin fee / account holder | $366 | $6,275-94.2% | $10,010-96.3% | $5,403-93.2% |