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 | $86,183 | $89,355-3.5% | $141,162-38.9% | $72,985+18.1% |
| Participation rate | 30.1% | 75.1%-45.0pp | 82.5%-52.3pp | 69.5%-39.4pp |
| Annual return | 18.21% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,190 | $5,418-41.1% | $6,709-52.4% | $3,607-11.6% |
| Admin fee / account holder | $21,827 | $5,958+266.3% | $10,261+112.7% | $5,124+325.9% |