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 | $102,160 | $105,181-2.9% | $159,436-35.9% | $85,850+19.0% |
| Participation rate | 35.6% | 75.8%-40.2pp | 82.8%-47.3pp | 69.3%-33.8pp |
| Annual return | 2.71% | 45.07%-42.4pp | 263.57%-260.9pp | 318.53%-315.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,807 | $5,945+81.8% | $7,352+47.0% | $3,952+173.5% |
| Admin fee / account holder | $1,014 | $6,933-85.4% | $10,799-90.6% | $6,260-83.8% |