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 | $61,513 | $61,605-0.1% | $112,229-45.2% | $75,163-18.2% |
| Participation rate | 64.0% | 61.7%+2.3pp | 72.4%-8.4pp | 67.2%-3.2pp |
| Annual return | -6.98% | 28.47%-35.4pp | 30.20%-37.2pp | 160.62%-167.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,075 | $3,108+127.6% | $4,798+47.5% | $4,125+71.5% |
| Admin fee / account holder | $741 | $4,862-84.8% | $7,748-90.4% | $5,651-86.9% |