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 | $65,249 | $56,053+16.4% | $75,972-14.1% | $80,856-19.3% |
| Participation rate | 61.1% | 62.0%-0.9pp | 69.1%-7.9pp | 67.6%-6.5pp |
| Annual return | 9.77% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,540 | $3,052-49.5% | $4,255-63.8% | $4,296-64.1% |
| Admin fee / account holder | $10,742 | $5,234+105.3% | $6,467+66.1% | $6,918+55.3% |