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 | $47,201 | $162,781-71.0% | $133,956-64.8% | $158,922-70.3% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | -8.06% | 41.94%-50.0pp | 45.09%-53.1pp | 302.83%-310.9pp |
| Employer contribution / active EE | $560 | $4,975-88.7% | $3,919-85.7% | $4,761-88.2% |
| Participant deferral / active EE | $1,857 | $5,911-68.6% | $5,048-63.2% | $5,982-69.0% |
| Admin fee / account holder | $531 | $11,736-95.5% | $8,927-94.1% | $11,246-95.3% |