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 | $61,917 | $95,416-35.1% | $185,823-66.7% | $85,850-27.9% |
| Participation rate | 48.3% | 68.8%-20.5pp | 81.7%-33.4pp | 69.3%-21.0pp |
| Annual return | 6.82% | 23.59%-16.8pp | 122.05%-115.2pp | 318.53%-311.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,317 | $3,423-32.3% | $5,568-58.4% | $3,952-41.4% |
| Admin fee / account holder | $1,053 | $7,213-85.4% | $16,237-93.5% | $6,260-83.2% |