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 | $159,428 | $81,900+94.7% | $119,609+33.3% | $68,494+132.8% |
| Participation rate | 64.0% | 71.9%-7.9pp | 79.3%-15.3pp | 67.9%-3.9pp |
| Annual return | -20.24% | -23.82%+3.6pp | -14.97%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $475 | $2,693-82.4% | $4,232-88.8% | $2,596-81.7% |
| Participant deferral / active EE | $3,059 | $4,148-26.2% | $5,602-45.4% | $4,027-24.0% |
| Admin fee / account holder | $19,086 | $6,582+190.0% | $10,323+84.9% | $5,403+253.3% |