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 | $51,049 | $101,317-49.6% | $146,958-65.3% | $74,495-31.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 82.2%-57.2pp | 67.2%-42.2pp |
| Annual return | 11.71% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $392 | $3,810-89.7% | $4,933-92.0% | $2,623-85.0% |
| Participant deferral / active EE | $4,323 | $7,303-40.8% | $8,070-46.4% | $4,346-0.5% |
| Admin fee / account holder | $14,072 | $1,739+709.3% | $12,998+8.3% | $1,942+624.7% |