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 | $28,295 | $85,766-67.0% | $136,294-79.2% | $70,131-59.7% |
| Participation rate | 13.8% | 74.2%-60.4pp | 81.9%-68.1pp | 69.5%-55.7pp |
| Annual return | 14.15% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $42 | $2,966-98.6% | $4,695-99.1% | $2,342-98.2% |
| Participant deferral / active EE | $2,332 | $5,051-53.8% | $6,247-62.7% | $3,332-30.0% |
| Admin fee / account holder | $6,051 | $5,420+11.6% | $9,243-34.5% | $4,645+30.3% |