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 | $55,750 | $51,175+8.9% | $70,515-20.9% | $75,163-25.8% |
| Participation rate | 53.3% | 60.9%-7.6pp | 68.3%-15.0pp | 67.2%-13.9pp |
| Annual return | 8.75% | 30.02%-21.3pp | 32.77%-24.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,388 | $2,849-16.2% | $4,567-47.7% | $4,125-42.1% |
| Admin fee / account holder | $22,878 | $4,091+459.3% | $6,412+256.8% | $5,651+304.8% |