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 | $83,816 | $109,413-23.4% | $156,263-46.4% | $84,808-1.2% |
| Participation rate | 55.6% | 72.7%-17.1pp | 78.9%-23.4pp | 68.3%-12.8pp |
| Annual return | 8.18% | 20.18%-12.0pp | 59.47%-51.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $506 | $2,907-82.6% | $4,333-88.3% | $2,631-80.8% |
| Participant deferral / active EE | $3,712 | $4,590-19.1% | $6,158-39.7% | $4,212-11.9% |
| Admin fee / account holder | $51,766 | $9,357+453.3% | $14,255+263.2% | $7,344+604.9% |