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 | $44,394 | $90,348-50.9% | $75,972-41.6% | $145,922-69.6% |
| Participation rate | 64.7% | 74.5%-9.7pp | 69.1%-4.3pp | 80.3%-15.6pp |
| Annual return | 6.54% | 620.88%-614.3pp | 359.55%-353.0pp | 561.29%-554.7pp |
| Employer contribution / active EE | $248 | $3,311-92.5% | $2,685-90.8% | $4,660-94.7% |
| Participant deferral / active EE | $1,181 | $5,162-77.1% | $4,255-72.2% | $6,688-82.3% |
| Admin fee / account holder | $17,317 | $8,467+104.5% | $6,467+167.8% | $13,397+29.3% |