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 | $38,228 | $106,890-64.2% | $84,015-54.5% | $152,861-75.0% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.4%-38.0pp |
| Annual return | 7.48% | 104.99%-97.5pp | 71.31%-63.8pp | 345.32%-337.8pp |
| Employer contribution / active EE | $237 | $2,734-91.3% | $1,983-88.1% | $4,762-95.0% |
| Participant deferral / active EE | $1,110 | $4,011-72.3% | $3,239-65.7% | $5,850-81.0% |
| Admin fee / account holder | $439 | $8,285-94.7% | $6,101-92.8% | $11,596-96.2% |