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 | $81,329 | $35,183+131.2% | $73,545+10.6% | $70,131+16.0% |
| Participation rate | 17.9% | 42.9%-25.1pp | 54.9%-37.1pp | 69.5%-51.7pp |
| Annual return | 4.83% | 26.90%-22.1pp | -15.16%+20.0pp | 73.14%-68.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $372 | $1,220-69.5% | $1,806-79.4% | $3,332-88.8% |
| Admin fee / account holder | $628 | $2,302-72.7% | $2,320-72.9% | $4,645-86.5% |