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 | $18,183 | $93,024-80.5% | $77,024-76.4% | $134,475-86.5% |
| Participation rate | 36.8% | 74.5%-37.6pp | 67.9%-31.1pp | 81.2%-44.4pp |
| Annual return | -23.18% | 62.60%-85.8pp | 42.32%-65.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,626 | $5,238-11.7% | $4,426+4.5% | $6,400-27.7% |
| Admin fee / account holder | $2,477 | $6,944-64.3% | $5,425-54.4% | $11,426-78.3% |