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 | $109,765 | $97,044+13.1% | $83,333+31.7% | $135,375-18.9% |
| Participation rate | 33.3% | 80.4%-47.1pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -15.07% | 12.31%-27.4pp | 10.63%-25.7pp | 519.73%-534.8pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,107 | $5,964+2.4% | $5,565+9.7% | $5,609+8.9% |
| Admin fee / account holder | $879 | $8,380-89.5% | $7,510-88.3% | $10,827-91.9% |