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 | $161,509 | $82,664+95.4% | $125,339+28.9% | $68,494+135.8% |
| Participation rate | 54.5% | 75.0%-20.5pp | 82.4%-27.8pp | 67.9%-13.3pp |
| Annual return | -22.02% | -5.97%-16.0pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $389 | $3,381-88.5% | $4,814-91.9% | $2,596-85.0% |
| Participant deferral / active EE | $2,598 | $6,110-57.5% | $7,446-65.1% | $4,027-35.5% |
| Admin fee / account holder | $2,000 | $6,275-68.1% | $10,010-80.0% | $5,403-63.0% |