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 | $34,288 | $124,281-72.4% | $109,143-68.6% | $167,490-79.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 8.05% | 26.04%-18.0pp | 25.75%-17.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $187 | $4,207-95.6% | $3,722-95.0% | $4,837-96.1% |
| Participant deferral / active EE | $4,333 | $5,255-17.5% | $4,653-6.9% | $6,341-31.7% |
| Admin fee / account holder | $9,983 | $7,970+25.3% | $6,752+47.9% | $12,309-18.9% |