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 | $91,325 | $133,958-31.8% | $112,228-18.6% | $134,475-32.1% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -20.84% | 47.11%-68.0pp | 27.45%-48.3pp | 417.96%-438.8pp |
| Employer contribution / active EE | $743 | $4,038-81.6% | $3,635-79.6% | $4,740-84.3% |
| Participant deferral / active EE | $2,711 | $5,291-48.7% | $4,728-42.7% | $6,400-57.6% |
| Admin fee / account holder | $1,197 | $7,489-84.0% | $6,410-81.3% | $11,426-89.5% |