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 | $40,293 | $62,127-35.1% | $81,382-50.5% | $74,495-45.9% |
| Participation rate | 33.6% | 64.0%-30.4pp | 69.5%-35.9pp | 67.2%-33.6pp |
| Annual return | 11.10% | 16.48%-5.4pp | 24.73%-13.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $264 | $1,882-86.0% | $2,463-89.3% | $2,623-89.9% |
| Participant deferral / active EE | $1,441 | $3,229-55.4% | $3,883-62.9% | $4,346-66.8% |
| Admin fee / account holder | $3,856 | $1,934+99.3% | $5,768-33.2% | $1,942+98.6% |