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 | $53,994 | $60,124-10.2% | $90,404-40.3% | $79,858-32.4% |
| Participation rate | 35.5% | 65.0%-29.5pp | 72.7%-37.2pp | 69.6%-34.1pp |
| Annual return | 8.10% | 71.94%-63.8pp | 1293.02%-1284.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,779 | $2,938-39.4% | $3,963-55.1% | $3,740-52.4% |
| Admin fee / account holder | $2,543 | $3,976-36.1% | $5,611-54.7% | $5,306-52.1% |