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 | $50,103 | $181,894-72.5% | $156,549-68.0% | $273,961-81.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -23.38% | 30.74%-54.1pp | 32.23%-55.6pp | 41.45%-64.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $1,680 | $15,559-89.2% | $13,027-87.1% | $10,132-83.4% |