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 | $35,439 | $99,918-64.5% | $81,382-56.5% | $145,922-75.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 6.94% | 34.32%-27.4pp | 24.73%-17.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $40 | $2,978-98.7% | $2,463-98.4% | $4,660-99.1% |
| Participant deferral / active EE | $1,199 | $4,605-74.0% | $3,883-69.1% | $6,688-82.1% |
| Admin fee / account holder | $1,287 | $8,212-84.3% | $5,768-77.7% | $13,397-90.4% |