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 | $75,744 | $100,923-24.9% | $150,045-49.5% | $74,304+1.9% |
| Participation rate | 27.3% | 70.1%-42.8pp | 82.3%-55.0pp | 60.3%-33.1pp |
| Annual return | 11.90% | 51.77%-39.9pp | 62.55%-50.7pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,143 | $6,709-68.1% | $7,997-73.2% | $3,767-43.1% |
| Admin fee / account holder | $2,010 | $2,767-27.4% | $13,435-85.0% | $2,969-32.3% |