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 | $91,892 | $92,222-0.4% | $76,768+19.7% | $135,375-32.1% |
| Participation rate | 53.8% | 79.8%-25.9pp | 77.0%-23.1pp | 82.6%-28.8pp |
| Annual return | -9.90% | 5.46%-15.4pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $359 | $3,216-88.8% | $2,485-85.6% | $4,779-92.5% |
| Participant deferral / active EE | $1,832 | $4,509-59.4% | $3,852-52.4% | $5,609-67.3% |
| Admin fee / account holder | $434 | $10,748-96.0% | $6,675-93.5% | $10,827-96.0% |