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 | $82,136 | $138,044-40.5% | $125,339-34.5% | $134,475-38.9% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.1pp | 81.2%-59.0pp |
| Annual return | -33.40% | 750.33%-783.7pp | 572.05%-605.4pp | 417.96%-451.4pp |
| Employer contribution / active EE | $928 | $5,243-82.3% | $4,814-80.7% | $4,740-80.4% |
| Participant deferral / active EE | $3,864 | $7,799-50.5% | $7,446-48.1% | $6,400-39.6% |
| Admin fee / account holder | $499 | $11,571-95.7% | $10,010-95.0% | $11,426-95.6% |