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 | $76,304 | $102,317-25.4% | $146,958-48.1% | $80,856-5.6% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.2%-21.0pp | 67.6%-6.5pp |
| Annual return | 11.35% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $328 | $3,713-91.2% | $4,933-93.4% | $2,755-88.1% |
| Participant deferral / active EE | $5,110 | $6,644-23.1% | $8,070-36.7% | $4,296+19.0% |
| Admin fee / account holder | $10,154 | $7,941+27.9% | $12,998-21.9% | $6,918+46.8% |