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 8-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 | $39,105 | $167,307-76.6% | $143,757-72.8% | $134,475-70.9% |
| Participation rate | 31.3% | 84.8%-53.6pp | 80.3%-49.1pp | 81.2%-50.0pp |
| Annual return | -21.93% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,002 | $5,619-82.2% | $4,951-79.8% | $4,740-78.9% |
| Participant deferral / active EE | $3,067 | $6,446-52.4% | $5,637-45.6% | $6,400-52.1% |
| Admin fee / account holder | $687 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |