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 | $116,300 | $112,096+3.8% | $95,952+21.2% | $158,922-26.8% |
| Participation rate | 21.1% | 79.0%-57.9pp | 77.1%-56.0pp | 82.0%-60.9pp |
| Annual return | 3.60% | 171.09%-167.5pp | 91.61%-88.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,252 | $4,784-32.0% | $4,167-22.0% | $5,982-45.6% |
| Admin fee / account holder | $5,531 | $10,130-45.4% | $6,795-18.6% | $11,246-50.8% |