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 | $72,456 | $142,405-49.1% | $115,157-37.1% | $152,861-52.6% |
| Participation rate | 16.7% | 82.4%-65.7pp | 75.9%-59.2pp | 82.4%-65.8pp |
| Annual return | 5.99% | 41.48%-35.5pp | 35.60%-29.6pp | 345.32%-339.3pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,535 | $5,164-70.3% | $4,168-63.2% | $5,850-73.8% |
| Admin fee / account holder | $2,200 | $8,462-74.0% | $7,088-69.0% | $11,596-81.0% |