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 | $70,147 | $54,229+29.4% | $70,092+0.1% | $68,494+2.4% |
| Participation rate | 48.5% | 64.5%-16.0pp | 70.5%-22.0pp | 67.9%-19.4pp |
| Annual return | -19.98% | -13.87%-6.1pp | 190.73%-210.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $253 | $2,018-87.4% | $2,559-90.1% | $2,596-90.2% |
| Participant deferral / active EE | $2,184 | $2,956-26.1% | $3,849-43.3% | $4,027-45.8% |
| Admin fee / account holder | $1,774 | $4,694-62.2% | $6,267-71.7% | $5,403-67.2% |