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 | $57,720 | $101,317-43.0% | $146,958-60.7% | $74,495-22.5% |
| Participation rate | 53.6% | 75.5%-22.0pp | 82.2%-28.6pp | 67.2%-13.6pp |
| Annual return | 12.31% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $279 | $3,810-92.7% | $4,933-94.3% | $2,623-89.4% |
| Participant deferral / active EE | $3,238 | $7,303-55.7% | $8,070-59.9% | $4,346-25.5% |
| Admin fee / account holder | $3,161 | $1,739+81.8% | $12,998-75.7% | $1,942+62.8% |