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 | $13,962 | $104,664-86.7% | $85,682-83.7% | $167,490-91.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 7.32% | 21.45%-14.1pp | 21.49%-14.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $259 | $3,337-92.2% | $2,618-90.1% | $4,837-94.6% |
| Participant deferral / active EE | $1,553 | $4,824-67.8% | $3,923-60.4% | $6,341-75.5% |
| Admin fee / account holder | $1,464 | $10,032-85.4% | $6,873-78.7% | $12,309-88.1% |