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 | $35,249 | $63,346-44.4% | $92,233-61.8% | $70,131-49.7% |
| Participation rate | 48.4% | 68.7%-20.3pp | 76.5%-28.1pp | 69.5%-21.2pp |
| Annual return | 9.97% | 530.12%-520.1pp | 176.28%-166.3pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,942 | $2,854-32.0% | $3,897-50.2% | $3,332-41.7% |
| Admin fee / account holder | $1,703 | $3,840-55.7% | $5,194-67.2% | $4,645-63.4% |