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 | $73,532 | $48,265+52.4% | $68,791+6.9% | $68,494+7.4% |
| Participation rate | 22.0% | 60.7%-38.7pp | 69.0%-47.0pp | 67.9%-45.9pp |
| Annual return | -23.85% | -12.71%-11.1pp | -6.38%-17.5pp | -7.84%-16.0pp |
| Employer contribution / active EE | $170 | $1,829-90.7% | $2,655-93.6% | $2,596-93.4% |
| Participant deferral / active EE | $1,552 | $2,867-45.9% | $3,941-60.6% | $4,027-61.5% |
| Admin fee / account holder | $6,412 | $4,355+47.2% | $4,932+30.0% | $5,403+18.7% |