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 | $23,291 | $22,587+3.1% | $65,255-64.3% | $75,163-69.0% |
| Participation rate | 27.6% | 63.1%-35.5pp | 65.0%-37.4pp | 67.2%-39.6pp |
| Annual return | 13.18% | 71.03%-57.9pp | 47.35%-34.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,562 | $1,695-7.8% | $2,831-44.8% | $4,125-62.1% |
| Admin fee / account holder | $634 | $1,876-66.2% | $4,112-84.6% | $5,651-88.8% |