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 3-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 | $31,621 | $117,983-73.2% | $101,794-68.9% | $142,382-77.8% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.2%-54.9pp | 80.1%-65.8pp |
| Annual return | -31.97% | 36.92%-68.9pp | 30.53%-62.5pp | 217.08%-249.0pp |
| Employer contribution / active EE | $422 | $2,773-84.8% | $2,289-81.6% | $4,299-90.2% |
| Participant deferral / active EE | $3,627 | $4,714-23.0% | $4,084-11.2% | $6,507-44.3% |
| Admin fee / account holder | $12,977 | $10,433+24.4% | $8,777+47.8% | $12,624+2.8% |