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 | $101,771 | $58,208+74.8% | $81,812+24.4% | $80,856+25.9% |
| Participation rate | 9.0% | 63.4%-54.4pp | 72.3%-63.4pp | 67.6%-58.6pp |
| Annual return | 10.59% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $932 | $3,281-71.6% | $4,319-78.4% | $4,296-78.3% |
| Admin fee / account holder | $817 | $4,981-83.6% | $7,386-88.9% | $6,918-88.2% |