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 | $44,104 | $81,625-46.0% | $167,512-73.7% | $74,304-40.6% |
| Participation rate | 60.2% | 60.0%+0.2pp | 77.1%-16.9pp | 60.3%-0.2pp |
| Annual return | 10.63% | 26.09%-15.5pp | 1615.79%-1605.2pp | 29.43%-18.8pp |
| Employer contribution / active EE | $319 | $2,010-84.1% | $3,882-91.8% | $2,241-85.8% |
| Participant deferral / active EE | $2,681 | $4,115-34.9% | $6,405-58.1% | $3,767-28.8% |
| Admin fee / account holder | $2,516 | $3,474-27.6% | $9,769-74.2% | $2,969-15.3% |