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 | $62,457 | $112,096-44.3% | $95,952-34.9% | $158,922-60.7% |
| Participation rate | 30.0% | 79.0%-49.0pp | 77.1%-47.1pp | 82.0%-52.0pp |
| Annual return | 4.24% | 171.09%-166.9pp | 91.61%-87.4pp | 302.83%-298.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,462 | $4,784-48.5% | $4,167-40.9% | $5,982-58.8% |
| Admin fee / account holder | $50,152 | $10,130+395.1% | $6,795+638.0% | $11,246+346.0% |