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 | $78,183 | $54,229+44.2% | $70,092+11.5% | $68,494+14.1% |
| Participation rate | 55.2% | 64.5%-9.3pp | 70.5%-15.3pp | 67.9%-12.7pp |
| Annual return | -21.39% | -13.87%-7.5pp | 190.73%-212.1pp | -7.84%-13.6pp |
| Employer contribution / active EE | $151 | $2,018-92.5% | $2,559-94.1% | $2,596-94.2% |
| Participant deferral / active EE | $3,311 | $2,956+12.0% | $3,849-14.0% | $4,027-17.8% |
| Admin fee / account holder | $34,607 | $4,694+637.2% | $6,267+452.2% | $5,403+540.5% |