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 8-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 | $66,455 | $114,381-41.9% | $107,525-38.2% | $142,382-53.3% |
| Participation rate | 15.4% | 78.1%-62.8pp | 75.1%-59.7pp | 80.1%-64.7pp |
| Annual return | -2.41% | 242.71%-245.1pp | 181.32%-183.7pp | 217.08%-219.5pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,058 | $5,564-45.0% | $5,116-40.2% | $6,507-53.0% |
| Admin fee / account holder | $13,810 | $9,860+40.1% | $8,919+54.8% | $12,624+9.4% |