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 | $39,901 | $185,822-78.5% | $169,993-76.5% | $139,434-71.4% |
| Participation rate | 35.7% | 87.8%-52.0pp | 87.0%-51.3pp | 80.3%-44.6pp |
| Annual return | 2.52% | 60.50%-58.0pp | 53.37%-50.9pp | 372.94%-370.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,023 | $11,622-74.0% | $10,408-71.0% | $6,710-55.0% |
| Admin fee / account holder | $1,917 | $15,381-87.5% | $12,815-85.0% | $11,403-83.2% |