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 | $45,646 | $115,770-60.6% | $101,248-54.9% | $158,922-71.3% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 4.23% | 56.14%-51.9pp | 46.47%-42.2pp | 302.83%-298.6pp |
| Employer contribution / active EE | $724 | $4,175-82.7% | $3,660-80.2% | $4,761-84.8% |
| Participant deferral / active EE | $3,083 | $4,957-37.8% | $4,370-29.5% | $5,982-48.5% |
| Admin fee / account holder | $3,283 | $7,245-54.7% | $5,945-44.8% | $11,246-70.8% |