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 6-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 | $31,275 | $167,484-81.3% | $151,611-79.4% | $134,475-76.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.17% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $895 | $6,829-86.9% | $6,166-85.5% | $4,740-81.1% |
| Participant deferral / active EE | $9,175 | $8,986+2.1% | $8,363+9.7% | $6,400+43.4% |
| Admin fee / account holder | $406 | $13,783-97.1% | $11,616-96.5% | $11,426-96.4% |