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 7-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 | $34,711 | $81,248-57.3% | $155,509-77.7% | $80,856-57.1% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.6%-3.1pp |
| Annual return | -42.16% | 33.31%-75.5pp | 64.67%-106.8pp | 35.59%-77.8pp |
| Employer contribution / active EE | -$2,281 | $3,100-173.6% | $4,672-148.8% | $2,755-182.8% |
| Participant deferral / active EE | $2,092 | $3,452-39.4% | $5,626-62.8% | $4,296-51.3% |
| Admin fee / account holder | $1,359 | $7,997-83.0% | $15,912-91.5% | $6,918-80.4% |