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 | $29,072 | $165,912-82.5% | $122,332-76.2% | $147,584-80.3% |
| Participation rate | 37.5% | 79.6%-42.1pp | 71.6%-34.1pp | 82.8%-45.3pp |
| Annual return | 6.49% | 34.55%-28.1pp | 30.27%-23.8pp | 578.55%-572.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $915 | $4,005-77.2% | $3,287-72.2% | $5,439-83.2% |
| Admin fee / account holder | $539 | $7,424-92.7% | $5,478-90.2% | $10,885-95.0% |