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 | $29,694 | $110,257-73.1% | $96,544-69.2% | $139,434-78.7% |
| Participation rate | 21.1% | 78.1%-57.0pp | 76.0%-54.9pp | 80.3%-59.3pp |
| Annual return | 9.54% | 26.32%-16.8pp | 25.84%-16.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,071 | $5,548-44.6% | $4,851-36.7% | $6,710-54.2% |
| Admin fee / account holder | $9,748 | $11,591-15.9% | $8,252+18.1% | $11,403-14.5% |