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 | $81,020 | $67,411+20.2% | $91,001-11.0% | $70,131+15.5% |
| Participation rate | 59.4% | 71.4%-12.0pp | 75.6%-16.2pp | 69.5%-10.2pp |
| Annual return | 12.22% | -40.16%+52.4pp | 4.60%+7.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,397 | $2,823-50.5% | $3,547-60.6% | $3,332-58.1% |
| Admin fee / account holder | $3,333 | $4,236-21.3% | $5,417-38.5% | $4,645-28.2% |