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 | $27,713 | $175,202-84.2% | $149,673-81.5% | $139,434-80.1% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 7.28% | 166.71%-159.4pp | 134.42%-127.1pp | 372.94%-365.7pp |
| Employer contribution / active EE | $301 | $5,474-94.5% | $4,818-93.8% | $4,751-93.7% |
| Participant deferral / active EE | $3,852 | $6,519-40.9% | $5,680-32.2% | $6,710-42.6% |
| Admin fee / account holder | $77,424 | $16,150+379.4% | $13,210+486.1% | $11,403+579.0% |