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 | $60,788 | $46,869+29.7% | $122,332-50.3% | $70,131-13.3% |
| Participation rate | 15.4% | 58.2%-42.8pp | 71.6%-56.2pp | 69.5%-54.2pp |
| Annual return | 12.54% | 24.22%-11.7pp | 30.27%-17.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $220 | $1,288-83.0% | $4,050-94.6% | $2,342-90.6% |
| Participant deferral / active EE | $914 | $2,166-57.8% | $3,287-72.2% | $3,332-72.6% |
| Admin fee / account holder | $422 | $3,322-87.3% | $5,478-92.3% | $4,645-90.9% |