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 6-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 | $39,902 | $167,307-76.2% | $143,757-72.2% | $134,475-70.3% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -29.39% | 0.46%-29.9pp | -0.04%-29.4pp | 417.96%-447.4pp |
| Employer contribution / active EE | $355 | $5,619-93.7% | $4,951-92.8% | $4,740-92.5% |
| Participant deferral / active EE | $2,563 | $6,446-60.2% | $5,637-54.5% | $6,400-60.0% |
| Admin fee / account holder | $1,375 | $18,088-92.4% | $14,673-90.6% | $11,426-88.0% |