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 | $160,879 | $142,344+13.0% | $119,609+34.5% | $134,475+19.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -22.78% | -12.44%-10.3pp | -14.97%-7.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $850 | $5,222-83.7% | $4,232-79.9% | $4,740-82.1% |
| Participant deferral / active EE | $10,250 | $6,469+58.4% | $5,602+83.0% | $6,400+60.2% |
| Admin fee / account holder | $5,222 | $13,584-61.6% | $10,323-49.4% | $11,426-54.3% |