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 | $28,647 | $140,940-79.7% | $112,229-74.5% | $139,434-79.5% |
| Participation rate | 8.3% | 79.2%-70.9pp | 72.4%-64.1pp | 80.3%-72.0pp |
| Annual return | -24.52% | 32.71%-57.2pp | 30.20%-54.7pp | 372.94%-397.5pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,608 | $5,874-55.6% | $4,798-45.6% | $6,710-61.1% |
| Admin fee / account holder | $8,004 | $9,954-19.6% | $7,748+3.3% | $11,403-29.8% |