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 | $166,697 | $71,883+131.9% | $86,677+92.3% | $68,494+143.4% |
| Participation rate | 64.7% | 72.2%-7.5pp | 76.6%-11.9pp | 67.9%-3.2pp |
| Annual return | -20.67% | 3.52%-24.2pp | 35.91%-56.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $466 | $2,173-78.5% | $2,836-83.6% | $2,596-82.0% |
| Participant deferral / active EE | $4,084 | $3,779+8.1% | $4,656-12.3% | $4,027+1.4% |
| Admin fee / account holder | $50,838 | $6,112+731.8% | $7,493+578.5% | $5,403+841.0% |