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 | $33,691 | $117,841-71.4% | $102,423-67.1% | $145,922-76.9% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 4.73% | 31.65%-26.9pp | 29.32%-24.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,770 | $5,731-69.1% | $5,053-65.0% | $6,688-73.5% |
| Admin fee / account holder | $1,172 | $13,326-91.2% | $9,451-87.6% | $13,397-91.3% |