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 | $69,738 | $60,892+14.5% | $82,389-15.4% | $84,808-17.8% |
| Participation rate | 25.9% | 63.3%-37.3pp | 69.5%-43.6pp | 68.3%-42.4pp |
| Annual return | 12.93% | 37.29%-24.4pp | 28.67%-15.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,360 | $3,179-57.2% | $4,155-67.3% | $4,212-67.7% |
| Admin fee / account holder | $1,667 | $5,467-69.5% | $7,231-76.9% | $7,344-77.3% |