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 | $59,562 | $63,346-6.0% | $92,233-35.4% | $70,131-15.1% |
| Participation rate | 16.3% | 68.7%-52.4pp | 76.5%-60.2pp | 69.5%-53.3pp |
| Annual return | 10.42% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $237 | $2,471-90.4% | $3,679-93.6% | $2,342-89.9% |
| Participant deferral / active EE | $1,408 | $2,854-50.7% | $3,897-63.9% | $3,332-57.7% |
| Admin fee / account holder | $2,683 | $3,840-30.1% | $5,194-48.3% | $4,645-42.3% |