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 | $94,358 | $57,354+64.5% | $83,848+12.5% | $64,186+47.0% |
| Participation rate | 67.2% | 68.6%-1.4pp | 76.1%-8.9pp | 69.6%-2.3pp |
| Annual return | -11.20% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $195 | $2,545-92.3% | $3,631-94.6% | $2,381-91.8% |
| Participant deferral / active EE | $1,952 | $2,993-34.8% | $4,082-52.2% | $3,470-43.7% |
| Admin fee / account holder | $666 | $4,046-83.5% | $5,478-87.8% | $4,888-86.4% |