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 | $84,013 | $102,317-17.9% | $146,958-42.8% | $80,856+3.9% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.2%-28.8pp | 67.6%-14.3pp |
| Annual return | 1.96% | 134.76%-132.8pp | 418.34%-416.4pp | 35.59%-33.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,135 | $6,644+7.4% | $8,070-11.6% | $4,296+66.1% |
| Admin fee / account holder | $11,580 | $7,941+45.8% | $12,998-10.9% | $6,918+67.4% |