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 | $124,741 | $62,586+99.3% | $76,768+62.5% | $64,186+94.3% |
| Participation rate | 53.7% | 72.8%-19.2pp | 77.0%-23.3pp | 69.6%-15.9pp |
| Annual return | -8.32% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $89 | $1,832-95.2% | $2,485-96.4% | $2,381-96.3% |
| Participant deferral / active EE | $1,973 | $3,145-37.3% | $3,852-48.8% | $3,470-43.1% |
| Admin fee / account holder | $13,446 | $4,667+188.1% | $6,675+101.4% | $4,888+175.1% |