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 | $102,932 | $115,770-11.1% | $101,248+1.7% | $158,922-35.2% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 6.01% | 56.14%-50.1pp | 46.47%-40.5pp | 302.83%-296.8pp |
| Employer contribution / active EE | $386 | $4,175-90.7% | $3,660-89.4% | $4,761-91.9% |
| Participant deferral / active EE | $2,619 | $4,957-47.2% | $4,370-40.1% | $5,982-56.2% |
| Admin fee / account holder | $42,947 | $7,245+492.8% | $5,945+622.3% | $11,246+281.9% |