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 | $33,255 | $102,604-67.6% | $86,188-61.4% | $139,434-76.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 3.79% | 1922.51%-1918.7pp | 1168.45%-1164.7pp | 372.94%-369.1pp |
| Employer contribution / active EE | $359 | $3,032-88.2% | $2,380-84.9% | $4,751-92.4% |
| Participant deferral / active EE | $1,573 | $4,676-66.4% | $3,985-60.5% | $6,710-76.6% |
| Admin fee / account holder | $1,149 | $8,657-86.7% | $6,852-83.2% | $11,403-89.9% |