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 | $74,661-40.9% | $160,784-72.6% | $67,986-35.1% |
| Participation rate | 60.2% | 57.1%+3.1pp | 77.0%-16.8pp | 57.2%+3.0pp |
| Annual return | 10.63% | 28.83%-18.2pp | 1803.92%-1793.3pp | 31.67%-21.0pp |
| Employer contribution / active EE | $319 | $1,829-82.5% | $3,733-91.4% | $2,019-84.2% |
| Participant deferral / active EE | $2,681 | $3,681-27.2% | $6,293-57.4% | $3,358-20.2% |
| Admin fee / account holder | $2,516 | $3,959-36.4% | $9,717-74.1% | $3,203-21.5% |