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 | $94,472 | $106,515-11.3% | $96,683-2.3% | $139,434-32.2% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 10.79% | 38.43%-27.6pp | 35.69%-24.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $286 | $4,103-93.0% | $3,737-92.4% | $4,751-94.0% |
| Participant deferral / active EE | $4,286 | $5,454-21.4% | $4,878-12.1% | $6,710-36.1% |
| Admin fee / account holder | $48,740 | $7,877+518.8% | $6,730+624.3% | $11,403+327.4% |