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 | $93,169 | $73,004+27.6% | $90,749+2.7% | $68,494+36.0% |
| Participation rate | 39.3% | 70.8%-31.5pp | 75.7%-36.4pp | 67.9%-28.6pp |
| Annual return | -19.43% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $252 | $2,193-88.5% | $2,921-91.4% | $2,596-90.3% |
| Participant deferral / active EE | $2,301 | $3,627-36.6% | $4,564-49.6% | $4,027-42.9% |
| Admin fee / account holder | $1,338 | $5,896-77.3% | $8,445-84.2% | $5,403-75.2% |