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 | $40,752 | $47,479-14.2% | $62,929-35.2% | $82,448-50.6% |
| Participation rate | 28.6% | 66.9%-38.3pp | 73.1%-44.5pp | 68.1%-39.5pp |
| Annual return | 9.39% | 20.34%-11.0pp | 1063.93%-1054.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $132 | $1,885-93.0% | $2,505-94.7% | $2,551-94.8% |
| Participant deferral / active EE | $1,611 | $2,870-43.9% | $3,888-58.6% | $4,139-61.1% |
| Admin fee / account holder | $5,579 | $3,804+46.7% | $5,065+10.2% | $7,234-22.9% |