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 | $27,438 | $96,635-71.6% | $86,612-68.3% | $139,434-80.3% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | -0.05% | 106.41%-106.5pp | 591.07%-591.1pp | 372.94%-373.0pp |
| Employer contribution / active EE | $325 | $3,263-90.0% | $3,022-89.2% | $4,751-93.2% |
| Participant deferral / active EE | $8,986 | $4,836+85.8% | $4,438+102.5% | $6,710+33.9% |
| Admin fee / account holder | $1,263 | $6,408-80.3% | $5,614-77.5% | $11,403-88.9% |