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 | $186,649 | $82,664+125.8% | $125,339+48.9% | $68,494+172.5% |
| Participation rate | 68.4% | 75.0%-6.6pp | 82.4%-13.9pp | 67.9%+0.5pp |
| Annual return | -21.57% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $642 | $3,381-81.0% | $4,814-86.7% | $2,596-75.3% |
| Participant deferral / active EE | $7,324 | $6,110+19.9% | $7,446-1.6% | $4,027+81.9% |
| Admin fee / account holder | $505 | $6,275-91.9% | $10,010-95.0% | $5,403-90.6% |