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 | $69,410 | $49,173+41.2% | $121,098-42.7% | $75,163-7.7% |
| Participation rate | 12.7% | 55.4%-42.7pp | 69.5%-56.8pp | 67.2%-54.5pp |
| Annual return | 3.50% | 55.99%-52.5pp | 985.75%-982.2pp | 160.62%-157.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,083 | $2,628-58.8% | $4,080-73.5% | $4,125-73.8% |
| Admin fee / account holder | $2,487 | $3,942-36.9% | $5,644-55.9% | $5,651-56.0% |