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 | $56,548 | $102,317-44.7% | $146,958-61.5% | $80,856-30.1% |
| Participation rate | 69.6% | 75.8%-6.3pp | 82.2%-12.6pp | 67.6%+1.9pp |
| Annual return | 7.54% | 134.76%-127.2pp | 418.34%-410.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $804 | $3,713-78.4% | $4,933-83.7% | $2,755-70.8% |
| Participant deferral / active EE | $4,099 | $6,644-38.3% | $8,070-49.2% | $4,296-4.6% |
| Admin fee / account holder | $4,240 | $7,941-46.6% | $12,998-67.4% | $6,918-38.7% |