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 9-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 | $105,478 | $110,257-4.3% | $96,544+9.3% | $139,434-24.4% |
| Participation rate | 65.2% | 78.1%-12.9pp | 76.0%-10.7pp | 80.3%-15.1pp |
| Annual return | -0.85% | 26.32%-27.2pp | 25.84%-26.7pp | 372.94%-373.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,782 | $5,548-67.9% | $4,851-63.3% | $6,710-73.4% |
| Admin fee / account holder | $3,815 | $11,591-67.1% | $8,252-53.8% | $11,403-66.5% |