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 | $66,931 | $65,041+2.9% | $90,951-26.4% | $79,858-16.2% |
| Participation rate | 23.9% | 61.6%-37.7pp | 69.0%-45.1pp | 69.6%-45.7pp |
| Annual return | 8.29% | 30.45%-22.2pp | 134.60%-126.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,552 | $2,512-38.2% | $3,373-54.0% | $3,740-58.5% |
| Admin fee / account holder | $12,228 | $4,536+169.6% | $5,959+105.2% | $5,306+130.4% |