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 | $30,816 | $93,571-67.1% | $135,903-77.3% | $75,163-59.0% |
| Participation rate | 30.0% | 75.2%-45.2pp | 81.9%-51.9pp | 67.2%-37.2pp |
| Annual return | 12.63% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $184 | $3,537-94.8% | $4,856-96.2% | $2,670-93.1% |
| Participant deferral / active EE | $2,700 | $6,404-57.8% | $7,758-65.2% | $4,125-34.5% |
| Admin fee / account holder | $9,096 | $6,975+30.4% | $10,762-15.5% | $5,651+61.0% |