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 | $48,795-16.5% | $65,493-37.8% | $84,808-51.9% |
| Participation rate | 28.6% | 67.0%-38.4pp | 73.1%-44.5pp | 68.3%-39.7pp |
| Annual return | 9.39% | 20.20%-10.8pp | 982.45%-973.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $132 | $1,930-93.2% | $2,574-94.9% | $2,631-95.0% |
| Participant deferral / active EE | $1,611 | $2,928-45.0% | $3,961-59.3% | $4,212-61.8% |
| Admin fee / account holder | $5,579 | $3,877+43.9% | $5,028+10.9% | $7,344-24.0% |