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 | $33,463 | $48,335-30.8% | $121,098-72.4% | $71,457-53.2% |
| Participation rate | 57.5% | 54.3%+3.3pp | 69.5%-12.0pp | 67.9%-10.4pp |
| Annual return | 13.05% | 23.32%-10.3pp | 985.75%-972.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $296 | $1,489-80.1% | $4,164-92.9% | $2,588-88.5% |
| Participant deferral / active EE | $1,174 | $2,754-57.4% | $4,080-71.2% | $4,289-72.6% |
| Admin fee / account holder | $717 | $1,841-61.0% | $5,644-87.3% | $1,587-54.8% |