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 | $88,556 | $91,538-3.3% | $129,995-31.9% | $75,163+17.8% |
| Participation rate | 59.0% | 71.4%-12.5pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 9.36% | -631.11%+640.5pp | -137.18%+146.5pp | 160.62%-151.3pp |
| Employer contribution / active EE | $611 | $2,845-78.5% | $4,320-85.9% | $2,670-77.1% |
| Participant deferral / active EE | $3,097 | $4,341-28.7% | $5,820-46.8% | $4,125-24.9% |
| Admin fee / account holder | $23,462 | $6,790+245.5% | $10,614+121.0% | $5,651+315.2% |