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 | $67,957 | $54,193+25.4% | $93,606-27.4% | $77,643-12.5% |
| Participation rate | 18.6% | 63.9%-45.3pp | 68.7%-50.1pp | 70.6%-51.9pp |
| Annual return | 10.54% | 30.54%-20.0pp | 133.20%-122.7pp | 31.24%-20.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,640 | $3,144-47.8% | $4,411-62.8% | $4,647-64.7% |
| Admin fee / account holder | $13,396 | $576+2227.5% | $8,285+61.7% | $430+3012.3% |