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 | $72,894 | $95,416-23.6% | $185,823-60.8% | $85,850-15.1% |
| Participation rate | 25.8% | 68.8%-43.0pp | 81.7%-55.9pp | 69.3%-43.5pp |
| Annual return | 9.36% | 23.59%-14.2pp | 122.05%-112.7pp | 318.53%-309.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,633 | $3,423-52.3% | $5,568-70.7% | $3,952-58.7% |
| Admin fee / account holder | $26,898 | $7,213+272.9% | $16,237+65.7% | $6,260+329.7% |