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 8-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 | $70,498 | $102,382-31.1% | $147,005-52.0% | $80,874-12.8% |
| Participation rate | 47.2% | 75.8%-28.7pp | 82.2%-35.0pp | 67.6%-20.5pp |
| Annual return | 10.89% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,262 | $6,646-50.9% | $8,070-59.6% | $4,297-24.1% |
| Admin fee / account holder | $6,541 | $7,942-17.6% | $13,006-49.7% | $6,935-5.7% |