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 | $172,233 | $91,538+88.2% | $129,995+32.5% | $75,163+129.1% |
| Participation rate | 64.5% | 71.4%-6.9pp | 78.5%-14.0pp | 67.2%-2.7pp |
| Annual return | 5.05% | -631.11%+636.2pp | -137.18%+142.2pp | 160.62%-155.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,287 | $4,341-24.3% | $5,820-43.5% | $4,125-20.3% |
| Admin fee / account holder | $34,053 | $6,790+401.5% | $10,614+220.8% | $5,651+502.6% |