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 | $98,384 | $50,958+93.1% | $74,550+32.0% | $64,186+53.3% |
| Participation rate | 43.3% | 61.1%-17.8pp | 69.1%-25.9pp | 69.6%-26.3pp |
| Annual return | -9.07% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $102 | $1,115-90.9% | $1,961-94.8% | $2,381-95.7% |
| Participant deferral / active EE | $2,054 | $2,301-10.8% | $3,108-33.9% | $3,470-40.8% |
| Admin fee / account holder | $3,471 | $4,223-17.8% | $5,060-31.4% | $4,888-29.0% |