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 | $93,607 | $100,041-6.4% | $149,718-37.5% | $70,131+33.5% |
| Participation rate | 66.0% | 83.6%-17.6pp | 87.1%-21.1pp | 69.5%-3.5pp |
| Annual return | 10.54% | 27.43%-16.9pp | 1501.63%-1491.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,088 | $4,983+42.3% | $6,569+7.9% | $3,332+112.7% |
| Admin fee / account holder | $18,735 | $8,286+126.1% | $11,283+66.1% | $4,645+303.3% |