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 | $49,820 | $83,902-40.6% | $167,512-70.3% | $84,808-41.3% |
| Participation rate | 44.8% | 66.5%-21.7pp | 77.1%-32.3pp | 68.3%-23.5pp |
| Annual return | 12.24% | 91.55%-79.3pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,462 | $4,442-44.6% | $6,405-61.6% | $4,212-41.5% |
| Admin fee / account holder | $5,482 | $7,915-30.7% | $9,769-43.9% | $7,344-25.4% |