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 | $54,811 | $106,515-48.5% | $96,683-43.3% | $139,434-60.7% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 8.17% | 38.43%-30.3pp | 35.69%-27.5pp | 372.94%-364.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,019 | $5,454-63.0% | $4,878-58.6% | $6,710-69.9% |
| Admin fee / account holder | $72,461 | $7,877+819.9% | $6,730+976.8% | $11,403+535.5% |