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 | $30,818 | $58,694-47.5% | $142,863-78.4% | $85,850-64.1% |
| Participation rate | 47.1% | 58.5%-11.4pp | 71.9%-24.9pp | 69.3%-22.3pp |
| Annual return | 8.67% | 27.72%-19.0pp | 5637.54%-5628.9pp | 318.53%-309.9pp |
| Employer contribution / active EE | $196 | $1,423-86.2% | $4,144-95.3% | $2,565-92.4% |
| Participant deferral / active EE | $1,648 | $2,607-36.8% | $3,837-57.1% | $3,952-58.3% |
| Admin fee / account holder | $1,013 | $4,239-76.1% | $6,560-84.6% | $6,260-83.8% |