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 | $38,321 | $167,307-77.1% | $143,757-73.3% | $134,475-71.5% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -21.02% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $737 | $5,619-86.9% | $4,951-85.1% | $4,740-84.4% |
| Participant deferral / active EE | $3,979 | $6,446-38.3% | $5,637-29.4% | $6,400-37.8% |
| Admin fee / account holder | $641 | $18,088-96.5% | $14,673-95.6% | $11,426-94.4% |