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 | $69,646 | $82,664-15.7% | $125,339-44.4% | $68,494+1.7% |
| Participation rate | 49.2% | 75.0%-25.8pp | 82.4%-33.1pp | 67.9%-18.7pp |
| Annual return | -78.00% | -5.97%-72.0pp | 572.05%-650.1pp | -7.84%-70.2pp |
| Employer contribution / active EE | $387 | $3,381-88.5% | $4,814-92.0% | $2,596-85.1% |
| Participant deferral / active EE | $5,660 | $6,110-7.4% | $7,446-24.0% | $4,027+40.5% |
| Admin fee / account holder | $5,871 | $6,275-6.4% | $10,010-41.3% | $5,403+8.7% |