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 | $82,947 | $85,766-3.3% | $136,294-39.1% | $70,131+18.3% |
| Participation rate | 58.3% | 74.2%-15.8pp | 81.9%-23.6pp | 69.5%-11.2pp |
| Annual return | 13.49% | 31.45%-18.0pp | 5155.94%-5142.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,731 | $5,051-45.9% | $6,247-56.3% | $3,332-18.0% |
| Admin fee / account holder | $7,372 | $5,420+36.0% | $9,243-20.2% | $4,645+58.7% |