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 | $94,905 | $98,750-3.9% | $149,696-36.6% | $79,858+18.8% |
| Participation rate | 28.9% | 75.8%-46.9pp | 82.5%-53.6pp | 69.6%-40.7pp |
| Annual return | 11.73% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,758 | $5,680-51.4% | $6,842-59.7% | $3,740-26.3% |
| Admin fee / account holder | $11,751 | $6,053+94.1% | $9,309+26.2% | $5,306+121.5% |