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 | $101,389 | $157,256-35.5% | $141,162-28.2% | $152,861-33.7% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | -20.22% | 64.32%-84.5pp | 71.39%-91.6pp | 345.32%-365.5pp |
| Employer contribution / active EE | $288 | $5,261-94.5% | $4,735-93.9% | $4,762-93.9% |
| Participant deferral / active EE | $5,517 | $7,109-22.4% | $6,709-17.8% | $5,850-5.7% |
| Admin fee / account holder | $23,093 | $12,120+90.5% | $10,261+125.1% | $11,596+99.1% |