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 | $115,299 | $45,602+152.8% | $117,472-1.8% | $66,914+72.3% |
| Participation rate | 27.6% | 57.6%-30.0pp | 70.6%-43.0pp | 69.8%-42.2pp |
| Annual return | -19.35% | -16.74%-2.6pp | 29.74%-49.1pp | 1.58%-20.9pp |
| Employer contribution / active EE | $212 | $1,579-86.6% | $4,176-94.9% | $2,544-91.7% |
| Participant deferral / active EE | $1,834 | $2,845-35.5% | $4,070-54.9% | $4,237-56.7% |
| Admin fee / account holder | $5,452 | $661+725.3% | $5,645-3.4% | $593+819.0% |