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 | $47,802 | $81,208-41.1% | $98,907-51.7% | $79,858-40.1% |
| Participation rate | 55.8% | 72.5%-16.7pp | 76.0%-20.2pp | 69.6%-13.8pp |
| Annual return | 7.22% | 60.99%-53.8pp | 196.43%-189.2pp | 31.71%-24.5pp |
| Employer contribution / active EE | $153 | $1,960-92.2% | $2,689-94.3% | $2,471-93.8% |
| Participant deferral / active EE | $1,527 | $3,265-53.2% | $4,244-64.0% | $3,740-59.2% |
| Admin fee / account holder | $32,564 | $6,013+441.6% | $6,642+390.3% | $5,306+513.7% |