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 | $181,968 | $81,900+122.2% | $119,609+52.1% | $68,494+165.7% |
| Participation rate | 69.7% | 71.9%-2.2pp | 79.3%-9.6pp | 67.9%+1.8pp |
| Annual return | -21.63% | -23.82%+2.2pp | -14.97%-6.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $481 | $2,693-82.2% | $4,232-88.6% | $2,596-81.5% |
| Participant deferral / active EE | $8,099 | $4,148+95.3% | $5,602+44.6% | $4,027+101.1% |
| Admin fee / account holder | $6,398 | $6,582-2.8% | $10,323-38.0% | $5,403+18.4% |