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 | $133,768 | $69,010+93.8% | $159,960-16.4% | $68,494+95.3% |
| Participation rate | 40.4% | 65.4%-25.0pp | 78.0%-37.5pp | 67.9%-27.5pp |
| Annual return | -23.85% | -9.65%-14.2pp | 408.60%-432.5pp | -7.84%-16.0pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,572 | $4,212+8.6% | $6,182-26.0% | $4,027+13.5% |
| Admin fee / account holder | $4,793 | $4,798-0.1% | $8,698-44.9% | $5,403-11.3% |