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 | $67,286 | $58,208+15.6% | $81,812-17.8% | $80,856-16.8% |
| Participation rate | 28.9% | 63.4%-34.5pp | 72.3%-43.4pp | 67.6%-38.7pp |
| Annual return | 10.23% | 41.66%-31.4pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $816 | $3,281-75.1% | $4,319-81.1% | $4,296-81.0% |
| Admin fee / account holder | $1,577 | $4,981-68.3% | $7,386-78.6% | $6,918-77.2% |