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 | $155,765 | $91,538+70.2% | $129,995+19.8% | $75,163+107.2% |
| Participation rate | 48.3% | 71.4%-23.2pp | 78.5%-30.2pp | 67.2%-18.9pp |
| Annual return | 11.77% | -631.11%+642.9pp | -137.18%+148.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,115 | $4,341-5.2% | $5,820-29.3% | $4,125-0.3% |
| Admin fee / account holder | $5,139 | $6,790-24.3% | $10,614-51.6% | $5,651-9.1% |