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 | $45,213 | $85,766-47.3% | $136,294-66.8% | $70,131-35.5% |
| Participation rate | 50.8% | 74.2%-23.3pp | 81.9%-31.1pp | 69.5%-18.7pp |
| Annual return | 9.76% | 31.45%-21.7pp | 5155.94%-5146.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $131 | $2,966-95.6% | $4,695-97.2% | $2,342-94.4% |
| Participant deferral / active EE | $3,211 | $5,051-36.4% | $6,247-48.6% | $3,332-3.6% |
| Admin fee / account holder | $15,010 | $5,420+176.9% | $9,243+62.4% | $4,645+223.1% |