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 | $23,040 | $54,701-57.9% | $86,188-73.3% | $71,457-67.8% |
| Participation rate | 53.3% | 60.1%-6.8pp | 69.0%-15.6pp | 67.9%-14.6pp |
| Annual return | 13.52% | 20.06%-6.5pp | 1168.45%-1154.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $276 | $1,265-78.2% | $2,380-88.4% | $2,588-89.3% |
| Participant deferral / active EE | $2,287 | $3,108-26.4% | $3,985-42.6% | $4,289-46.7% |
| Admin fee / account holder | $3,289 | $1,922+71.2% | $6,852-52.0% | $1,587+107.2% |