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 9-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 | $16,311 | $74,888-78.2% | $71,209-77.1% | $142,382-88.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | -3.41% | 345.14%-348.5pp | 282.51%-285.9pp | 217.08%-220.5pp |
| Employer contribution / active EE | $370 | $2,854-87.1% | $2,721-86.4% | $4,299-91.4% |
| Participant deferral / active EE | $4,422 | $4,454-0.7% | $4,175+5.9% | $6,507-32.0% |
| Admin fee / account holder | $1,888 | $5,568-66.1% | $5,349-64.7% | $12,624-85.0% |