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 | $94,615 | $71,883+31.6% | $86,677+9.2% | $68,494+38.1% |
| Participation rate | 58.5% | 72.2%-13.7pp | 76.6%-18.1pp | 67.9%-9.4pp |
| Annual return | -19.31% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $457 | $2,173-79.0% | $2,836-83.9% | $2,596-82.4% |
| Participant deferral / active EE | $3,132 | $3,779-17.1% | $4,656-32.7% | $4,027-22.2% |
| Admin fee / account holder | $3,693 | $6,112-39.6% | $7,493-50.7% | $5,403-31.7% |