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 | $30,845 | $91,190-66.2% | $178,490-82.7% | $79,858-61.4% |
| Participation rate | 69.6% | 69.2%+0.4pp | 81.9%-12.3pp | 69.6%0pp |
| Annual return | 8.12% | 24.19%-16.1pp | 151.07%-142.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,224 | $3,236-62.2% | $5,202-76.5% | $3,740-67.3% |
| Admin fee / account holder | $5,901 | $6,751-12.6% | $13,984-57.8% | $5,306+11.2% |