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 | $85,253 | $202,318-57.9% | $172,739-50.6% | $152,861-44.2% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.4%-35.8pp |
| Annual return | -0.43% | 1029.65%-1030.1pp | 802.84%-803.3pp | 345.32%-345.8pp |
| Employer contribution / active EE | $1,131 | $5,856-80.7% | $5,143-78.0% | $4,762-76.3% |
| Participant deferral / active EE | $2,235 | $5,948-62.4% | $5,198-57.0% | $5,850-61.8% |
| Admin fee / account holder | $189,839 | $17,109+1009.6% | $13,954+1260.5% | $11,596+1537.0% |