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 | $30,286 | $80,717-62.5% | $154,803-80.4% | $84,808-64.3% |
| Participation rate | 33.9% | 66.8%-32.9pp | 78.1%-44.2pp | 68.3%-34.4pp |
| Annual return | 11.26% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $304 | $2,761-89.0% | $4,305-92.9% | $2,631-88.4% |
| Participant deferral / active EE | $1,337 | $3,303-59.5% | $5,540-75.9% | $4,212-68.2% |
| Admin fee / account holder | $851 | $6,746-87.4% | $14,329-94.1% | $7,344-88.4% |