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 | $93,909 | $95,416-1.6% | $185,823-49.5% | $85,850+9.4% |
| Participation rate | 35.7% | 68.8%-33.0pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 7.41% | 23.59%-16.2pp | 122.05%-114.6pp | 318.53%-311.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,436 | $3,423-28.8% | $5,568-56.2% | $3,952-38.4% |
| Admin fee / account holder | $2,302 | $7,213-68.1% | $16,237-85.8% | $6,260-63.2% |