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 | $38,104 | $142,344-73.2% | $119,609-68.1% | $134,475-71.7% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -38.38% | -12.44%-25.9pp | -14.97%-23.4pp | 417.96%-456.3pp |
| Employer contribution / active EE | $488 | $5,222-90.7% | $4,232-88.5% | $4,740-89.7% |
| Participant deferral / active EE | $8,214 | $6,469+27.0% | $5,602+46.6% | $6,400+28.4% |
| Admin fee / account holder | $9,914 | $13,584-27.0% | $10,323-4.0% | $11,426-13.2% |