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 10-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 | $228,651 | $59,159+286.5% | $159,960+42.9% | $66,914+241.7% |
| Participation rate | 58.9% | 68.1%-9.2pp | 78.0%-19.1pp | 69.8%-10.9pp |
| Annual return | -21.40% | -12.26%-9.1pp | 408.60%-430.0pp | 1.58%-23.0pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,226-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,370 | $4,395+90.5% | $6,182+35.4% | $4,237+97.6% |
| Admin fee / account holder | $5,950 | $591+907.0% | $8,698-31.6% | $593+902.9% |