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 | $83,806 | $105,998-20.9% | $92,233-9.1% | $147,584-43.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 8.81% | 50.05%-41.2pp | 176.28%-167.5pp | 578.55%-569.7pp |
| Employer contribution / active EE | $425 | $4,333-90.2% | $3,679-88.4% | $4,876-91.3% |
| Participant deferral / active EE | $2,259 | $4,478-49.6% | $3,897-42.0% | $5,439-58.5% |
| Admin fee / account holder | $62,204 | $6,332+882.3% | $5,194+1097.7% | $10,885+471.5% |