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 | $76,524 | $32,037+138.9% | $69,182+10.6% | $62,891+21.7% |
| Participation rate | 18.5% | 43.4%-24.9pp | 55.1%-36.6pp | 69.3%-50.8pp |
| Annual return | 1.61% | 15.16%-13.6pp | -21.93%+23.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $421 | $1,185-64.5% | $1,897-77.8% | $3,203-86.8% |
| Admin fee / account holder | $48,445 | $2,608+1757.4% | $2,697+1696.4% | $4,296+1027.8% |