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 | $21,328 | $48,570-56.1% | $130,648-83.7% | $72,985-70.8% |
| Participation rate | 48.9% | 58.6%-9.7pp | 71.7%-22.9pp | 69.5%-20.6pp |
| Annual return | 14.03% | 38.63%-24.6pp | 1708.96%-1694.9pp | 81.00%-67.0pp |
| Employer contribution / active EE | $178 | $1,334-86.7% | $4,092-95.7% | $2,440-92.7% |
| Participant deferral / active EE | $1,430 | $2,384-40.0% | $3,603-60.3% | $3,607-60.4% |
| Admin fee / account holder | $4,112 | $3,549+15.9% | $5,464-24.8% | $5,124-19.8% |