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 | $52,290 | $85,766-39.0% | $136,294-61.6% | $70,131-25.4% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 13.23% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $194 | $2,966-93.5% | $4,695-95.9% | $2,342-91.7% |
| Participant deferral / active EE | $2,938 | $5,051-41.8% | $6,247-53.0% | $3,332-11.8% |
| Admin fee / account holder | $471 | $5,420-91.3% | $9,243-94.9% | $4,645-89.9% |