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 | $88,708 | $42,383+109.3% | $76,523+15.9% | $64,186+38.2% |
| Participation rate | 28.1% | 58.1%-30.0pp | 68.0%-39.9pp | 69.6%-41.4pp |
| Annual return | -9.08% | -16.54%+7.5pp | -0.27%-8.8pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,530 | $2,566-40.4% | $3,835-60.1% | $3,470-55.9% |
| Admin fee / account holder | $764 | $3,198-76.1% | $4,848-84.2% | $4,888-84.4% |