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 | $23,078 | $82,664-72.1% | $125,339-81.6% | $68,494-66.3% |
| Participation rate | 21.9% | 75.0%-53.2pp | 82.4%-60.5pp | 67.9%-46.0pp |
| Annual return | -22.46% | -5.97%-16.5pp | 572.05%-594.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $489 | $3,381-85.5% | $4,814-89.8% | $2,596-81.2% |
| Participant deferral / active EE | $2,719 | $6,110-55.5% | $7,446-63.5% | $4,027-32.5% |
| Admin fee / account holder | $1,250 | $6,275-80.1% | $10,010-87.5% | $5,403-76.9% |