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 | $66,992 | $72,177-7.2% | $115,037-41.8% | $59,632+12.3% |
| Participation rate | 67.6% | 72.6%-5.0pp | 81.4%-13.8pp | 68.7%-1.1pp |
| Annual return | -3.55% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,634 | $4,783+59.6% | $6,026+26.7% | $3,192+139.2% |
| Admin fee / account holder | $4,747 | $4,927-3.7% | $8,175-41.9% | $4,297+10.5% |