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 5-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 | $39,198 | $138,044-71.6% | $125,339-68.7% | $134,475-70.9% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.1pp | 81.2%-59.0pp |
| Annual return | -33.78% | 750.33%-784.1pp | 572.05%-605.8pp | 417.96%-451.7pp |
| Employer contribution / active EE | $272 | $5,243-94.8% | $4,814-94.3% | $4,740-94.3% |
| Participant deferral / active EE | $6,000 | $7,799-23.1% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $331 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |