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 | $35,837 | $48,750-26.5% | $88,946-59.7% | $74,304-51.8% |
| Participation rate | 54.7% | 44.5%+10.2pp | 68.8%-14.1pp | 60.3%-5.6pp |
| Annual return | 10.73% | 25.91%-15.2pp | 57.82%-47.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $772 | $2,423-68.1% | $4,581-83.2% | $3,767-79.5% |
| Admin fee / account holder | $2,693 | $3,756-28.3% | $8,261-67.4% | $2,969-9.3% |