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 | $60,971 | $60,124+1.4% | $90,404-32.6% | $79,858-23.7% |
| Participation rate | 44.1% | 65.0%-20.9pp | 72.7%-28.6pp | 69.6%-25.6pp |
| Annual return | 9.96% | 71.94%-62.0pp | 1293.02%-1283.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,907 | $2,938-1.1% | $3,963-26.7% | $3,740-22.3% |
| Admin fee / account holder | $7,423 | $3,976+86.7% | $5,611+32.3% | $5,306+39.9% |