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 | $52,425 | $58,926-11.0% | $97,226-46.1% | $74,495-29.6% |
| Participation rate | 46.3% | 63.5%-17.2pp | 72.7%-26.4pp | 67.2%-20.9pp |
| Annual return | 9.42% | 16.04%-6.6pp | 75.13%-65.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,674 | $3,664-27.0% | $4,264-37.3% | $4,346-38.5% |
| Admin fee / account holder | $6,218 | $1,974+215.0% | $5,654+10.0% | $1,942+220.2% |