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 | $151,642 | $105,860+43.2% | $90,749+67.1% | $134,475+12.8% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -22.70% | -11.01%-11.7pp | -12.16%-10.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $630 | $3,462-81.8% | $2,921-78.4% | $4,740-86.7% |
| Participant deferral / active EE | $2,323 | $5,216-55.5% | $4,564-49.1% | $6,400-63.7% |
| Admin fee / account holder | $1,544 | $13,938-88.9% | $8,445-81.7% | $11,426-86.5% |