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 | $42,462 | $61,272-30.7% | $149,673-71.6% | $71,457-40.6% |
| Participation rate | 23.3% | 62.5%-39.2pp | 78.8%-55.5pp | 67.9%-44.6pp |
| Annual return | 9.72% | 35.85%-26.1pp | 134.42%-124.7pp | 28.85%-19.1pp |
| Employer contribution / active EE | $154 | $2,378-93.5% | $4,818-96.8% | $2,588-94.1% |
| Participant deferral / active EE | $1,135 | $2,917-61.1% | $5,680-80.0% | $4,289-73.5% |
| Admin fee / account holder | $5,495 | $1,261+335.6% | $13,210-58.4% | $1,587+246.2% |