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 | $73,325 | $146,267-49.9% | $197,124-62.8% | $82,448-11.1% |
| Participation rate | 59.3% | 84.0%-24.8pp | 86.7%-27.5pp | 68.1%-8.8pp |
| Annual return | 12.02% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,232 | $7,035-54.1% | $9,135-64.6% | $4,139-21.9% |
| Admin fee / account holder | $14,205 | $14,422-1.5% | $16,298-12.8% | $7,234+96.4% |