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 | $43,062 | $70,756-39.1% | $65,493-34.2% | $142,382-69.8% |
| Participation rate | 28.6% | 77.4%-48.8pp | 73.1%-44.5pp | 80.1%-51.5pp |
| Annual return | 2.02% | 1754.89%-1752.9pp | 982.45%-980.4pp | 217.08%-215.1pp |
| Employer contribution / active EE | -$53 | $2,881-101.8% | $2,574-102.1% | $4,299-101.2% |
| Participant deferral / active EE | $839 | $4,637-81.9% | $3,961-78.8% | $6,507-87.1% |
| Admin fee / account holder | $55,724 | $6,559+749.6% | $5,028+1008.2% | $12,624+341.4% |