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 | $47,447 | $55,415-14.4% | $155,509-69.5% | $74,495-36.3% |
| Participation rate | 18.9% | 61.9%-43.1pp | 78.2%-59.3pp | 67.2%-48.3pp |
| Annual return | 9.80% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $120 | $2,267-94.7% | $4,672-97.4% | $2,623-95.4% |
| Participant deferral / active EE | $864 | $2,836-69.5% | $5,626-84.6% | $4,346-80.1% |
| Admin fee / account holder | $4,048 | $1,738+132.9% | $15,912-74.6% | $1,942+108.5% |