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 | $30,352 | $167,307-81.9% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 22.7% | 84.8%-62.1pp | 80.3%-57.6pp | 81.2%-58.5pp |
| Annual return | -20.25% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $540 | $5,619-90.4% | $4,951-89.1% | $4,740-88.6% |
| Participant deferral / active EE | $2,818 | $6,446-56.3% | $5,637-50.0% | $6,400-56.0% |
| Admin fee / account holder | $411 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |