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 | $95,343 | $91,190+4.6% | $178,490-46.6% | $79,858+19.4% |
| Participation rate | 11.1% | 69.2%-58.1pp | 81.9%-70.8pp | 69.6%-58.5pp |
| Annual return | 9.73% | 24.19%-14.5pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,010 | $3,236-37.9% | $5,202-61.4% | $3,740-46.3% |
| Admin fee / account holder | $24,455 | $6,751+262.2% | $13,984+74.9% | $5,306+360.9% |