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 | $29,277 | $77,634-62.3% | $156,549-81.3% | $62,891-53.4% |
| Participation rate | 60.3% | 71.2%-10.9pp | 84.0%-23.7pp | 69.3%-9.0pp |
| Annual return | 2.59% | 50.32%-47.7pp | 32.23%-29.6pp | 20.14%-17.6pp |
| Employer contribution / active EE | $207 | $3,444-94.0% | $5,501-96.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,018 | $3,045-66.6% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $8,535 | $5,561+53.5% | $13,027-34.5% | $4,296+98.7% |