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 5-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 | $126,270 | $138,044-8.5% | $125,339+0.7% | $134,475-6.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -21.02% | 750.33%-771.3pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $624 | $5,243-88.1% | $4,814-87.0% | $4,740-86.8% |
| Participant deferral / active EE | $7,273 | $7,799-6.7% | $7,446-2.3% | $6,400+13.6% |
| Admin fee / account holder | $1,885 | $11,571-83.7% | $10,010-81.2% | $11,426-83.5% |