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 | $25,672 | $55,472-53.7% | $155,567-83.5% | $74,546-65.6% |
| Participation rate | 34.7% | 61.9%-27.2pp | 78.2%-43.5pp | 67.2%-32.5pp |
| Annual return | 10.57% | 268.72%-258.1pp | 64.74%-54.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $318 | $2,269-86.0% | $4,674-93.2% | $2,624-87.9% |
| Participant deferral / active EE | $1,091 | $2,838-61.5% | $5,628-80.6% | $4,347-74.9% |
| Admin fee / account holder | $3,706 | $1,743+112.7% | $15,916-76.7% | $1,944+90.7% |