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 | $143,736 | $71,883+100.0% | $86,677+65.8% | $68,494+109.9% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -20.88% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $376 | $2,173-82.7% | $2,836-86.7% | $2,596-85.5% |
| Participant deferral / active EE | $3,115 | $3,779-17.6% | $4,656-33.1% | $4,027-22.7% |
| Admin fee / account holder | $2,681 | $6,112-56.1% | $7,493-64.2% | $5,403-50.4% |