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 | $26,458 | $95,416-72.3% | $185,823-85.8% | $85,850-69.2% |
| Participation rate | 41.4% | 68.8%-27.3pp | 81.7%-40.3pp | 69.3%-27.9pp |
| Annual return | 11.46% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $363 | $3,314-89.0% | $5,167-93.0% | $2,565-85.8% |
| Participant deferral / active EE | $1,341 | $3,423-60.8% | $5,568-75.9% | $3,952-66.1% |
| Admin fee / account holder | $6,995 | $7,213-3.0% | $16,237-56.9% | $6,260+11.7% |