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 | $85,397 | $109,881-22.3% | $150,045-43.1% | $84,808+0.7% |
| Participation rate | 53.7% | 76.1%-22.4pp | 82.3%-28.6pp | 68.3%-14.6pp |
| Annual return | 13.88% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,706 | $6,636-59.2% | $7,997-66.2% | $4,212-35.7% |
| Admin fee / account holder | $16,793 | $8,568+96.0% | $13,435+25.0% | $7,344+128.7% |