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 | $47,444 | $49,922-5.0% | $80,569-41.1% | $75,163-36.9% |
| Participation rate | 54.8% | 55.3%-0.5pp | 67.0%-12.2pp | 67.2%-12.4pp |
| Annual return | 3.87% | 34.69%-30.8pp | 935.43%-931.6pp | 160.62%-156.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,684 | $2,990-43.7% | $4,447-62.1% | $4,125-59.2% |
| Admin fee / account holder | $3,882 | $3,577+8.5% | $5,377-27.8% | $5,651-31.3% |