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 | $78,580 | $102,317-23.2% | $146,958-46.5% | $80,856-2.8% |
| Participation rate | 37.9% | 75.8%-38.0pp | 82.2%-44.3pp | 67.6%-29.8pp |
| Annual return | 9.94% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $302 | $3,713-91.9% | $4,933-93.9% | $2,755-89.0% |
| Participant deferral / active EE | $4,019 | $6,644-39.5% | $8,070-50.2% | $4,296-6.4% |
| Admin fee / account holder | $16,332 | $7,941+105.7% | $12,998+25.6% | $6,918+136.1% |