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 3-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 | $64,617 | $65,561-1.4% | $86,188-25.0% | $75,163-14.0% |
| Participation rate | 44.6% | 60.5%-15.8pp | 69.0%-24.3pp | 67.2%-22.5pp |
| Annual return | -46.69% | 46.05%-92.7pp | 1168.45%-1215.1pp | 160.62%-207.3pp |
| Employer contribution / active EE | $147 | $1,553-90.5% | $2,380-93.8% | $2,670-94.5% |
| Participant deferral / active EE | $3,632 | $3,024+20.1% | $3,985-8.9% | $4,125-12.0% |
| Admin fee / account holder | $5,015 | $5,474-8.4% | $6,852-26.8% | $5,651-11.3% |