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 | $27,314 | $118,849-77.0% | $96,562-71.7% | $167,490-83.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 4.95% | 50.49%-45.5pp | 37.78%-32.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,171 | $4,616+12.0% | $3,849+34.4% | $6,341-18.4% |
| Admin fee / account holder | $7,876 | $8,065-2.3% | $6,181+27.4% | $12,309-36.0% |