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 | $71,361 | $117,983-39.5% | $101,794-29.9% | $142,382-49.9% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.2%-47.8pp | 80.1%-58.7pp |
| Annual return | -8.13% | 36.92%-45.0pp | 30.53%-38.7pp | 217.08%-225.2pp |
| Employer contribution / active EE | $152 | $2,773-94.5% | $2,289-93.3% | $4,299-96.5% |
| Participant deferral / active EE | $1,205 | $4,714-74.4% | $4,084-70.5% | $6,507-81.5% |
| Admin fee / account holder | $17,493 | $10,433+67.7% | $8,777+99.3% | $12,624+38.6% |