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 | $175,183 | $82,664+111.9% | $125,339+39.8% | $68,494+155.8% |
| Participation rate | 67.6% | 75.0%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -27.32% | -5.97%-21.4pp | 572.05%-599.4pp | -7.84%-19.5pp |
| Employer contribution / active EE | $503 | $3,381-85.1% | $4,814-89.6% | $2,596-80.6% |
| Participant deferral / active EE | $5,184 | $6,110-15.2% | $7,446-30.4% | $4,027+28.7% |
| Admin fee / account holder | $1,334 | $6,275-78.7% | $10,010-86.7% | $5,403-75.3% |