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 | $33,522 | $52,953-36.7% | $172,739-80.6% | $65,185-48.6% |
| Participation rate | 35.6% | 66.2%-30.5pp | 82.6%-47.0pp | 70.2%-34.6pp |
| Annual return | 4.81% | 30.12%-25.3pp | 802.84%-798.0pp | 29.38%-24.6pp |
| Employer contribution / active EE | $157 | $2,190-92.8% | $5,143-96.9% | $2,177-92.8% |
| Participant deferral / active EE | $914 | $2,471-63.0% | $5,198-82.4% | $3,514-74.0% |
| Admin fee / account holder | $1,852 | $472+292.5% | $13,954-86.7% | $847+118.6% |