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 | $105,241 | $72,404+45.4% | $110,238-4.5% | $64,186+64.0% |
| Participation rate | 23.1% | 73.3%-50.3pp | 79.8%-56.7pp | 69.6%-46.5pp |
| Annual return | -8.21% | -6.29%-1.9pp | 314.74%-323.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $302 | $2,282-86.7% | $3,826-92.1% | $2,381-87.3% |
| Participant deferral / active EE | $1,761 | $3,469-49.2% | $4,672-62.3% | $3,470-49.2% |
| Admin fee / account holder | $1,923 | $5,664-66.0% | $8,547-77.5% | $4,888-60.7% |