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 | $34,549 | $58,726-41.2% | $92,233-62.5% | $62,292-44.5% |
| Participation rate | 65.0% | 68.3%-3.3pp | 76.5%-11.5pp | 69.5%-4.5pp |
| Annual return | 12.87% | 43.62%-30.7pp | 176.28%-163.4pp | 28.90%-16.0pp |
| Employer contribution / active EE | $250 | $2,392-89.5% | $3,679-93.2% | $2,042-87.8% |
| Participant deferral / active EE | $1,631 | $2,766-41.0% | $3,897-58.1% | $3,169-48.5% |
| Admin fee / account holder | $1,271 | $556+128.5% | $5,194-75.5% | $479+165.3% |