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 | $165,511 | $64,707+155.8% | $112,228+47.5% | $68,494+141.6% |
| Participation rate | 30.8% | 67.2%-36.4pp | 75.1%-44.3pp | 67.9%-37.1pp |
| Annual return | -19.71% | -11.40%-8.3pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $536 | $2,746-80.5% | $3,635-85.3% | $2,596-79.4% |
| Participant deferral / active EE | $1,785 | $3,565-49.9% | $4,728-62.2% | $4,027-55.7% |
| Admin fee / account holder | $7,676 | $5,232+46.7% | $6,410+19.7% | $5,403+42.1% |