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 | $34,948 | $55,415-36.9% | $155,509-77.5% | $74,495-53.1% |
| Participation rate | 29.1% | 61.9%-32.8pp | 78.2%-49.1pp | 67.2%-38.1pp |
| Annual return | 10.18% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $268 | $2,267-88.2% | $4,672-94.3% | $2,623-89.8% |
| Participant deferral / active EE | $1,077 | $2,836-62.0% | $5,626-80.9% | $4,346-75.2% |
| Admin fee / account holder | $9,113 | $1,738+424.2% | $15,912-42.7% | $1,942+369.3% |