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 | $30,310 | $106,584-71.6% | $101,326-70.1% | $142,382-78.7% |
| Participation rate | 30.0% | 82.7%-52.7pp | 81.5%-51.5pp | 80.1%-50.1pp |
| Annual return | -1.46% | 36.93%-38.4pp | 36.82%-38.3pp | 217.08%-218.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,129 | $8,297-62.3% | $7,994-60.9% | $6,507-51.9% |
| Admin fee / account holder | $6,779 | $11,446-40.8% | $11,185-39.4% | $12,624-46.3% |