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 | $78,913 | $54,350+45.2% | $82,719-4.6% | $68,494+15.2% |
| Participation rate | 25.5% | 63.9%-38.4pp | 72.6%-47.0pp | 67.9%-42.4pp |
| Annual return | -20.02% | -13.67%-6.3pp | 701.18%-721.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $111 | $2,218-95.0% | $3,009-96.3% | $2,596-95.7% |
| Participant deferral / active EE | $933 | $3,246-71.3% | $4,395-78.8% | $4,027-76.8% |
| Admin fee / account holder | $1,866 | $4,395-57.6% | $5,329-65.0% | $5,403-65.5% |