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 | $76,366 | $91,538-16.6% | $129,995-41.3% | $75,163+1.6% |
| Participation rate | 58.2% | 71.4%-13.3pp | 78.5%-20.3pp | 67.2%-9.0pp |
| Annual return | 11.35% | -631.11%+642.5pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $562 | $2,845-80.2% | $4,320-87.0% | $2,670-78.9% |
| Participant deferral / active EE | $2,161 | $4,341-50.2% | $5,820-62.9% | $4,125-47.6% |
| Admin fee / account holder | $8,085 | $6,790+19.1% | $10,614-23.8% | $5,651+43.1% |