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 | $46,490 | $97,044-52.1% | $83,333-44.2% | $135,375-65.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -14.27% | 12.31%-26.6pp | 10.63%-24.9pp | 519.73%-534.0pp |
| Employer contribution / active EE | $240 | $4,143-94.2% | $3,379-92.9% | $4,779-95.0% |
| Participant deferral / active EE | $6,167 | $5,964+3.4% | $5,565+10.8% | $5,609+9.9% |
| Admin fee / account holder | $476 | $8,380-94.3% | $7,510-93.7% | $10,827-95.6% |