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 | $62,101 | $89,355-30.5% | $141,162-56.0% | $72,985-14.9% |
| Participation rate | 61.7% | 75.1%-13.4pp | 82.5%-20.7pp | 69.5%-7.8pp |
| Annual return | 17.01% | 111.85%-94.8pp | 71.39%-54.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,937 | $5,418-45.8% | $6,709-56.2% | $3,607-18.6% |
| Admin fee / account holder | $4,499 | $5,958-24.5% | $10,261-56.2% | $5,124-12.2% |