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 | $74,990 | $98,750-24.1% | $149,696-49.9% | $79,858-6.1% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.5%-31.0pp | 69.6%-18.1pp |
| Annual return | 12.05% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $580 | $3,216-82.0% | $4,644-87.5% | $2,471-76.5% |
| Participant deferral / active EE | $2,795 | $5,680-50.8% | $6,842-59.1% | $3,740-25.3% |
| Admin fee / account holder | $1,624 | $6,053-73.2% | $9,309-82.6% | $5,306-69.4% |