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 | $9,477 | $110,261-91.4% | $95,745-90.1% | $139,434-93.2% |
| Participation rate | 21.4% | 75.8%-54.3pp | 72.3%-50.8pp | 80.3%-58.9pp |
| Annual return | -64.50% | 27.11%-91.6pp | 28.35%-92.8pp | 372.94%-437.4pp |
| Employer contribution / active EE | $274 | $3,257-91.6% | $2,835-90.3% | $4,751-94.2% |
| Participant deferral / active EE | $1,256 | $4,676-73.1% | $4,245-70.4% | $6,710-81.3% |
| Admin fee / account holder | $5,649 | $6,613-14.6% | $5,678-0.5% | $11,403-50.5% |