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 | $63,347 | $86,286-26.6% | $111,297-43.1% | $85,850-26.2% |
| Participation rate | 50.7% | 73.3%-22.6pp | 77.3%-26.6pp | 69.3%-18.6pp |
| Annual return | 8.67% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,134 | $3,641-13.9% | $4,487-30.1% | $3,952-20.7% |
| Admin fee / account holder | $12,370 | $8,188+51.1% | $7,964+55.3% | $6,260+97.6% |