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 | $63,271 | $80,724-21.6% | $103,333-38.8% | $74,495-15.1% |
| Participation rate | 58.6% | 65.7%-7.1pp | 74.5%-15.9pp | 67.2%-8.6pp |
| Annual return | 9.47% | 27.56%-18.1pp | 24.88%-15.4pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $762 | $3,157-75.9% | $3,868-80.3% | $2,623-71.0% |
| Participant deferral / active EE | $2,266 | $3,860-41.3% | $5,057-55.2% | $4,346-47.9% |
| Admin fee / account holder | $715 | $2,368-69.8% | $8,355-91.4% | $1,942-63.2% |