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 | $41,544 | $110,809-62.5% | $86,874-52.2% | $167,490-75.2% |
| Participation rate | 25.0% | 75.8%-50.8pp | 71.6%-46.6pp | 82.1%-57.1pp |
| Annual return | 5.71% | 116.98%-111.3pp | 63.52%-57.8pp | 478.56%-472.9pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,496 | $4,546-67.1% | $3,699-59.6% | $6,341-76.4% |
| Admin fee / account holder | $2,453 | $8,415-70.9% | $5,828-57.9% | $12,309-80.1% |