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 | $76,693 | $65,041+17.9% | $90,951-15.7% | $79,858-4.0% |
| Participation rate | 36.9% | 61.6%-24.7pp | 69.0%-32.1pp | 69.6%-32.7pp |
| Annual return | 9.90% | 30.45%-20.6pp | 134.60%-124.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,731 | $2,512-31.1% | $3,373-48.7% | $3,740-53.7% |
| Admin fee / account holder | $5,642 | $4,536+24.4% | $5,959-5.3% | $5,306+6.3% |