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 | $39,750 | $74,888-46.9% | $71,209-44.2% | $142,382-72.1% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.1%-27.2pp |
| Annual return | 10.49% | 345.14%-334.7pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $358 | $2,854-87.5% | $2,721-86.8% | $4,299-91.7% |
| Participant deferral / active EE | $1,072 | $4,454-75.9% | $4,175-74.3% | $6,507-83.5% |
| Admin fee / account holder | $1,619 | $5,568-70.9% | $5,349-69.7% | $12,624-87.2% |