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 | $101,490 | $95,416+6.4% | $185,823-45.4% | $85,850+18.2% |
| Participation rate | 40.0% | 68.8%-28.8pp | 81.7%-41.7pp | 69.3%-29.3pp |
| Annual return | 9.77% | 23.59%-13.8pp | 122.05%-112.3pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,136 | $3,423-37.6% | $5,568-61.6% | $3,952-45.9% |
| Admin fee / account holder | $3,538 | $7,213-50.9% | $16,237-78.2% | $6,260-43.5% |