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 | $123,946 | $81,900+51.3% | $119,609+3.6% | $68,494+81.0% |
| Participation rate | 34.9% | 71.9%-37.0pp | 79.3%-44.4pp | 67.9%-33.0pp |
| Annual return | -21.49% | -23.82%+2.3pp | -14.97%-6.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,196 | $4,148-47.1% | $5,602-60.8% | $4,027-45.5% |
| Admin fee / account holder | $6,059 | $6,582-7.9% | $10,323-41.3% | $5,403+12.1% |