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 | $60,852 | $58,694+3.7% | $142,863-57.4% | $85,850-29.1% |
| Participation rate | 36.7% | 58.5%-21.7pp | 71.9%-35.2pp | 69.3%-32.6pp |
| Annual return | 9.95% | 27.72%-17.8pp | 5637.54%-5627.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $198 | $1,423-86.1% | $4,144-95.2% | $2,565-92.3% |
| Participant deferral / active EE | $1,490 | $2,607-42.9% | $3,837-61.2% | $3,952-62.3% |
| Admin fee / account holder | $9,712 | $4,239+129.1% | $6,560+48.0% | $6,260+55.1% |