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 | $86,585 | $71,829+20.5% | $69,780+24.1% | $142,382-39.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.3%-29.3pp | 80.1%-30.1pp |
| Annual return | 10.40% | 31.01%-20.6pp | 26.31%-15.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,373 | $6,819-79.9% | $6,164-77.7% | $6,507-78.9% |
| Admin fee / account holder | $1,590 | $7,818-79.7% | $7,285-78.2% | $12,624-87.4% |