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 | $101,306 | $82,664+22.6% | $125,339-19.2% | $68,494+47.9% |
| Participation rate | 63.4% | 75.0%-11.6pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -20.41% | -5.97%-14.4pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $556 | $3,381-83.5% | $4,814-88.4% | $2,596-78.6% |
| Participant deferral / active EE | $4,150 | $6,110-32.1% | $7,446-44.3% | $4,027+3.1% |
| Admin fee / account holder | $5,968 | $6,275-4.9% | $10,010-40.4% | $5,403+10.5% |