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 | $68,537 | $44,960+52.4% | $84,966-19.3% | $74,495-8.0% |
| Participation rate | 18.9% | 49.4%-30.5pp | 67.5%-48.6pp | 67.2%-48.3pp |
| Annual return | 9.19% | 26.24%-17.0pp | 66.38%-57.2pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,072 | $2,731-60.8% | $4,519-76.3% | $4,346-75.3% |
| Admin fee / account holder | $8,707 | $2,209+294.1% | $6,149+41.6% | $1,942+348.4% |