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 | $118,404 | $45,035+162.9% | $62,995+88.0% | $70,131+68.8% |
| Participation rate | 45.7% | 69.5%-23.9pp | 74.8%-29.2pp | 69.5%-23.9pp |
| Annual return | -0.19% | 18.76%-18.9pp | 87.57%-87.8pp | 73.14%-73.3pp |
| Employer contribution / active EE | $238 | $2,051-88.4% | $2,759-91.4% | $2,342-89.8% |
| Participant deferral / active EE | $858 | $2,465-65.2% | $3,329-74.2% | $3,332-74.3% |
| Admin fee / account holder | $1,029 | $2,834-63.7% | $3,600-71.4% | $4,645-77.8% |