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 | $81,973 | $65,365+25.4% | $92,893-11.8% | $72,985+12.3% |
| Participation rate | 49.1% | 68.3%-19.3pp | 76.0%-26.9pp | 69.5%-20.4pp |
| Annual return | 11.47% | 42.10%-30.6pp | 109.41%-97.9pp | 81.00%-69.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,558 | $3,128-50.2% | $4,236-63.2% | $3,607-56.8% |
| Admin fee / account holder | $1,973 | $4,251-53.6% | $5,794-65.9% | $5,124-61.5% |