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 | $27,250 | $71,050-61.6% | $93,606-70.9% | $80,856-66.3% |
| Participation rate | 66.1% | 60.4%+5.7pp | 68.7%-2.6pp | 67.6%-1.6pp |
| Annual return | 8.49% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $168 | $1,564-89.3% | $2,420-93.1% | $2,755-93.9% |
| Participant deferral / active EE | $3,410 | $4,034-15.5% | $4,411-22.7% | $4,296-20.6% |
| Admin fee / account holder | $2,786 | $6,945-59.9% | $8,285-66.4% | $6,918-59.7% |