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 | $61,021 | $80,724-24.4% | $103,333-40.9% | $74,495-18.1% |
| Participation rate | 43.1% | 65.7%-22.6pp | 74.5%-31.4pp | 67.2%-24.1pp |
| Annual return | 10.81% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $373 | $3,157-88.2% | $3,868-90.4% | $2,623-85.8% |
| Participant deferral / active EE | $2,734 | $3,860-29.2% | $5,057-45.9% | $4,346-37.1% |
| Admin fee / account holder | $5,449 | $2,368+130.1% | $8,355-34.8% | $1,942+180.6% |