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 | $56,664 | $102,616-44.8% | $81,983-30.9% | $158,922-64.3% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.2%-49.2pp | 82.0%-62.0pp |
| Annual return | 1.76% | 61.04%-59.3pp | 41.31%-39.5pp | 302.83%-301.1pp |
| Employer contribution / active EE | $369 | $3,240-88.6% | $2,498-85.2% | $4,761-92.2% |
| Participant deferral / active EE | $1,725 | $4,648-62.9% | $3,722-53.7% | $5,982-71.2% |
| Admin fee / account holder | $431 | $8,235-94.8% | $5,664-92.4% | $11,246-96.2% |