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 | $52,155 | $54,517-4.3% | $75,972-31.3% | $74,495-30.0% |
| Participation rate | 44.4% | 60.3%-15.9pp | 69.1%-24.7pp | 67.2%-22.8pp |
| Annual return | 10.14% | 31.82%-21.7pp | 359.55%-349.4pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $328 | $1,777-81.6% | $2,685-87.8% | $2,623-87.5% |
| Participant deferral / active EE | $2,299 | $3,066-25.0% | $4,255-46.0% | $4,346-47.1% |
| Admin fee / account holder | $1,984 | $2,229-11.0% | $6,467-69.3% | $1,942+2.2% |