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 | $120,372 | $91,538+31.5% | $129,995-7.4% | $75,163+60.1% |
| Participation rate | 58.6% | 71.4%-12.8pp | 78.5%-19.9pp | 67.2%-8.6pp |
| Annual return | -2.68% | -631.11%+628.4pp | -137.18%+134.5pp | 160.62%-163.3pp |
| Employer contribution / active EE | $415 | $2,845-85.4% | $4,320-90.4% | $2,670-84.5% |
| Participant deferral / active EE | $2,700 | $4,341-37.8% | $5,820-53.6% | $4,125-34.6% |
| Admin fee / account holder | $14,892 | $6,790+119.3% | $10,614+40.3% | $5,651+163.5% |