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 | $86,891 | $53,516+62.4% | $126,539-31.3% | $84,808+2.5% |
| Participation rate | 28.6% | 58.2%-29.7pp | 69.8%-41.2pp | 68.3%-39.7pp |
| Annual return | 5.83% | 58.34%-52.5pp | 425.95%-420.1pp | 40.90%-35.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,566 | $2,671-41.4% | $4,083-61.7% | $4,212-62.8% |
| Admin fee / account holder | $2,837 | $4,497-36.9% | $6,065-53.2% | $7,344-61.4% |