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 | $96,104 | $103,376-7.0% | $87,100+10.3% | $152,861-37.1% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.9%-12.2pp | 82.4%-17.7pp |
| Annual return | -0.91% | 28.10%-29.0pp | 28.19%-29.1pp | 345.32%-346.2pp |
| Employer contribution / active EE | $423 | $3,220-86.9% | $2,521-83.2% | $4,762-91.1% |
| Participant deferral / active EE | $2,928 | $4,778-38.7% | $4,049-27.7% | $5,850-50.0% |
| Admin fee / account holder | $52,253 | $12,205+328.1% | $7,497+597.0% | $11,596+350.6% |