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 4-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 | $15,381 | $133,958-88.5% | $112,228-86.3% | $134,475-88.6% |
| Participation rate | 13.3% | 78.6%-65.2pp | 75.1%-61.7pp | 81.2%-67.9pp |
| Annual return | -67.27% | 47.11%-114.4pp | 27.45%-94.7pp | 417.96%-485.2pp |
| Employer contribution / active EE | $749 | $4,038-81.4% | $3,635-79.4% | $4,740-84.2% |
| Participant deferral / active EE | $1,474 | $5,291-72.1% | $4,728-68.8% | $6,400-77.0% |
| Admin fee / account holder | $2,736 | $7,489-63.5% | $6,410-57.3% | $11,426-76.1% |