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 | $35,647 | $22,587+57.8% | $65,255-45.4% | $75,163-52.6% |
| Participation rate | 29.7% | 63.1%-33.4pp | 65.0%-35.2pp | 67.2%-37.5pp |
| Annual return | 12.67% | 71.03%-58.4pp | 47.35%-34.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $165 | $941-82.5% | $1,691-90.2% | $2,670-93.8% |
| Participant deferral / active EE | $951 | $1,695-43.9% | $2,831-66.4% | $4,125-76.9% |
| Admin fee / account holder | $5,214 | $1,876+178.0% | $4,112+26.8% | $5,651-7.7% |