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 | $41,468 | $133,922-69.0% | $116,228-64.3% | $142,382-70.9% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 8.63% | 147.76%-139.1pp | 90.06%-81.4pp | 217.08%-208.4pp |
| Employer contribution / active EE | $313 | $3,446-90.9% | $2,994-89.5% | $4,299-92.7% |
| Participant deferral / active EE | $2,089 | $5,672-63.2% | $4,953-57.8% | $6,507-67.9% |
| Admin fee / account holder | $26,966 | $14,945+80.4% | $11,989+124.9% | $12,624+113.6% |