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 | $102,145 | $57,354+78.1% | $83,848+21.8% | $64,186+59.1% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | -9.58% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $414 | $2,545-83.8% | $3,631-88.6% | $2,381-82.6% |
| Participant deferral / active EE | $2,757 | $2,993-7.9% | $4,082-32.5% | $3,470-20.5% |
| Admin fee / account holder | $485 | $4,046-88.0% | $5,478-91.2% | $4,888-90.1% |