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 | $35,825 | $107,452-66.7% | $91,541-60.9% | $142,382-74.8% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.8%-33.4pp | 80.1%-43.8pp |
| Annual return | 6.88% | 22.06%-15.2pp | 20.50%-13.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,476 | $4,754-26.9% | $4,008-13.3% | $6,507-46.6% |
| Admin fee / account holder | $1,780 | $8,834-79.9% | $6,956-74.4% | $12,624-85.9% |