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 | $154,639 | $54,229+185.2% | $70,092+120.6% | $68,494+125.8% |
| Participation rate | 23.7% | 64.5%-40.8pp | 70.5%-46.8pp | 67.9%-44.2pp |
| Annual return | -19.41% | -13.87%-5.5pp | 190.73%-210.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,571 | $2,956-13.0% | $3,849-33.2% | $4,027-36.2% |
| Admin fee / account holder | $5,377 | $4,694+14.5% | $6,267-14.2% | $5,403-0.5% |