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 | $56,168 | $138,044-59.3% | $125,339-55.2% | $134,475-58.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -37.54% | 750.33%-787.9pp | 572.05%-609.6pp | 417.96%-455.5pp |
| Employer contribution / active EE | $872 | $5,243-83.4% | $4,814-81.9% | $4,740-81.6% |
| Participant deferral / active EE | $10,900 | $7,799+39.8% | $7,446+46.4% | $6,400+70.3% |
| Admin fee / account holder | $343 | $11,571-97.0% | $10,010-96.6% | $11,426-97.0% |