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 | $40,679 | $55,415-26.6% | $155,509-73.8% | $74,495-45.4% |
| Participation rate | 29.4% | 61.9%-32.5pp | 78.2%-48.7pp | 67.2%-37.8pp |
| Annual return | 9.47% | 268.50%-259.0pp | 64.67%-55.2pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $308 | $2,267-86.4% | $4,672-93.4% | $2,623-88.3% |
| Participant deferral / active EE | $1,760 | $2,836-37.9% | $5,626-68.7% | $4,346-59.5% |
| Admin fee / account holder | $9,601 | $1,738+452.3% | $15,912-39.7% | $1,942+394.5% |