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 | $31,629 | $167,484-81.1% | $151,611-79.1% | $134,475-76.5% |
| Participation rate | 29.4% | 88.4%-59.0pp | 87.5%-58.1pp | 81.2%-51.8pp |
| Annual return | -27.51% | 7.80%-35.3pp | 3.33%-30.8pp | 417.96%-445.5pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,640 | $8,986-37.2% | $8,363-32.6% | $6,400-11.9% |
| Admin fee / account holder | $8,398 | $13,783-39.1% | $11,616-27.7% | $11,426-26.5% |