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 | $39,676 | $112,881-64.9% | $90,951-56.4% | $158,922-75.0% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 2.15% | 215.79%-213.6pp | 134.60%-132.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $387 | $2,893-86.6% | $2,122-81.8% | $4,761-91.9% |
| Participant deferral / active EE | $2,586 | $4,128-37.4% | $3,373-23.3% | $5,982-56.8% |
| Admin fee / account holder | $1,857 | $8,041-76.9% | $5,959-68.8% | $11,246-83.5% |