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 8-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 | $83,111 | $86,699-4.1% | $73,307+13.4% | $125,391-33.7% |
| Participation rate | 66.7% | 78.6%-12.0pp | 74.9%-8.2pp | 83.2%-16.5pp |
| Annual return | -15.47% | 2.78%-18.3pp | 5.67%-21.1pp | 282.22%-297.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $16,514 | $5,550+197.6% | $4,991+230.9% | $5,352+208.6% |
| Admin fee / account holder | $10,585 | $7,771+36.2% | $5,637+87.8% | $9,540+10.9% |