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 9-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 | $31,342 | $57,354-45.4% | $83,848-62.6% | $64,186-51.2% |
| Participation rate | 13.8% | 68.6%-54.8pp | 76.1%-62.4pp | 69.6%-55.8pp |
| Annual return | -23.64% | 11.38%-35.0pp | 850.88%-874.5pp | 7.63%-31.3pp |
| Employer contribution / active EE | $309 | $2,545-87.9% | $3,631-91.5% | $2,381-87.0% |
| Participant deferral / active EE | $1,628 | $2,993-45.6% | $4,082-60.1% | $3,470-53.1% |
| Admin fee / account holder | $7,672 | $4,046+89.6% | $5,478+40.0% | $4,888+57.0% |