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 | $118,894 | $102,382+16.1% | $147,005-19.1% | $80,874+47.0% |
| Participation rate | 46.9% | 75.8%-29.0pp | 82.2%-35.3pp | 67.6%-20.8pp |
| Annual return | 11.82% | 134.89%-123.1pp | 418.76%-406.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,770 | $6,646-58.3% | $8,070-65.7% | $4,297-35.5% |
| Admin fee / account holder | $4,986 | $7,942-37.2% | $13,006-61.7% | $6,935-28.1% |