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 | $90,137 | $61,660+46.2% | $80,019+12.6% | $64,186+40.4% |
| Participation rate | 69.8% | 71.7%-1.9pp | 75.8%-6.1pp | 69.6%+0.2pp |
| Annual return | -10.15% | -0.33%-9.8pp | 11.22%-21.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $316 | $1,810-82.6% | $2,468-87.2% | $2,381-86.7% |
| Participant deferral / active EE | $1,454 | $2,968-51.0% | $3,686-60.5% | $3,470-58.1% |
| Admin fee / account holder | $1,824 | $5,417-66.3% | $6,521-72.0% | $4,888-62.7% |