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 | $26,464 | $85,766-69.1% | $136,294-80.6% | $70,131-62.3% |
| Participation rate | 43.6% | 74.2%-30.6pp | 81.9%-38.3pp | 69.5%-26.0pp |
| Annual return | 11.43% | 31.45%-20.0pp | 5155.94%-5144.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $15 | $2,966-99.5% | $4,695-99.7% | $2,342-99.3% |
| Participant deferral / active EE | $3,497 | $5,051-30.8% | $6,247-44.0% | $3,332+4.9% |
| Admin fee / account holder | $5,021 | $5,420-7.4% | $9,243-45.7% | $4,645+8.1% |