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 | $63,938 | $48,046+33.1% | $84,611-24.4% | $72,985-12.4% |
| Participation rate | 30.6% | 57.6%-27.0pp | 68.2%-37.7pp | 69.5%-38.9pp |
| Annual return | 17.56% | 37.38%-19.8pp | 258.74%-241.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,175 | $2,680-56.2% | $3,899-69.9% | $3,607-67.4% |
| Admin fee / account holder | $1,000 | $3,395-70.5% | $4,912-79.6% | $5,124-80.5% |