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 | $8,719 | $70,756-87.7% | $65,493-86.7% | $142,382-93.9% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 10.13% | 1754.89%-1744.8pp | 982.45%-972.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $193 | $2,881-93.3% | $2,574-92.5% | $4,299-95.5% |
| Participant deferral / active EE | $1,173 | $4,637-74.7% | $3,961-70.4% | $6,507-82.0% |
| Admin fee / account holder | $11,333 | $6,559+72.8% | $5,028+125.4% | $12,624-10.2% |