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 | $42,947 | $27,827+54.3% | $65,255-34.2% | $71,457-39.9% |
| Participation rate | 20.5% | 57.6%-37.1pp | 65.0%-44.5pp | 67.9%-47.4pp |
| Annual return | 15.13% | 41.58%-26.5pp | 47.35%-32.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $110 | $1,405-92.2% | $1,691-93.5% | $2,588-95.8% |
| Participant deferral / active EE | $654 | $1,861-64.8% | $2,831-76.9% | $4,289-84.7% |
| Admin fee / account holder | $756 | $3,850-80.4% | $4,112-81.6% | $1,587-52.4% |