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 | $45,797 | $100,041-54.2% | $149,718-69.4% | $70,131-34.7% |
| Participation rate | 58.8% | 83.6%-24.8pp | 87.1%-28.2pp | 69.5%-10.7pp |
| Annual return | 12.08% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $966 | $3,662-73.6% | $5,445-82.3% | $2,342-58.8% |
| Participant deferral / active EE | $2,549 | $4,983-48.8% | $6,569-61.2% | $3,332-23.5% |
| Admin fee / account holder | $2,164 | $8,286-73.9% | $11,283-80.8% | $4,645-53.4% |