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 | $133,550 | $64,707+106.4% | $112,228+19.0% | $68,494+95.0% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -22.77% | -11.40%-11.4pp | 27.45%-50.2pp | -7.84%-14.9pp |
| Employer contribution / active EE | $567 | $2,746-79.4% | $3,635-84.4% | $2,596-78.2% |
| Participant deferral / active EE | $2,332 | $3,565-34.6% | $4,728-50.7% | $4,027-42.1% |
| Admin fee / account holder | $20,818 | $5,232+297.9% | $6,410+224.8% | $5,403+285.3% |