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 | $36,396 | $99,985-63.6% | $146,665-75.2% | $85,850-57.6% |
| Participation rate | 65.9% | 73.1%-7.2pp | 80.1%-14.2pp | 69.3%-3.5pp |
| Annual return | 8.25% | 18.93%-10.7pp | 22.74%-14.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $295 | $2,559-88.5% | $4,136-92.9% | $2,565-88.5% |
| Participant deferral / active EE | $1,971 | $4,006-50.8% | $5,506-64.2% | $3,952-50.1% |
| Admin fee / account holder | $10,174 | $7,702+32.1% | $10,280-1.0% | $6,260+62.5% |