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 | $15,935 | $172,111-90.7% | $150,298-89.4% | $137,256-88.4% |
| Participation rate | 9.1% | 81.7%-72.6pp | 77.8%-68.7pp | 80.0%-70.9pp |
| Annual return | 7.23% | 69.37%-62.1pp | 62.79%-55.6pp | 220.34%-213.1pp |
| Employer contribution / active EE | $552 | $4,636-88.1% | $4,154-86.7% | $4,156-86.7% |
| Participant deferral / active EE | $2,832 | $6,166-54.1% | $5,453-48.1% | $6,407-55.8% |
| Admin fee / account holder | $1,765 | $16,471-89.3% | $14,116-87.5% | $12,270-85.6% |