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 5-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 | $53,264 | $190,805-72.1% | $159,960-66.7% | $134,475-60.4% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.07% | 552.23%-573.3pp | 408.60%-429.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $451 | $4,995-91.0% | $4,226-89.3% | $4,740-90.5% |
| Participant deferral / active EE | $12,885 | $6,923+86.1% | $6,182+108.4% | $6,400+101.3% |
| Admin fee / account holder | $385 | $10,471-96.3% | $8,698-95.6% | $11,426-96.6% |