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 | $39,175 | $77,899-49.7% | $149,673-73.8% | $75,163-47.9% |
| Participation rate | 56.9% | 65.6%-8.6pp | 78.8%-21.8pp | 67.2%-10.2pp |
| Annual return | 10.27% | 31.72%-21.5pp | 134.42%-124.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $329 | $3,137-89.5% | $4,818-93.2% | $2,670-87.7% |
| Participant deferral / active EE | $1,004 | $3,411-70.6% | $5,680-82.3% | $4,125-75.7% |
| Admin fee / account holder | $8,621 | $5,956+44.7% | $13,210-34.7% | $5,651+52.6% |