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 | $20,236 | $54,517-62.9% | $75,972-73.4% | $74,495-72.8% |
| Participation rate | 42.1% | 60.3%-18.2pp | 69.1%-26.9pp | 67.2%-25.1pp |
| Annual return | 7.89% | 31.82%-23.9pp | 359.55%-351.7pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $189 | $1,777-89.3% | $2,685-92.9% | $2,623-92.8% |
| Participant deferral / active EE | $1,043 | $3,066-66.0% | $4,255-75.5% | $4,346-76.0% |
| Admin fee / account holder | $1,037 | $2,229-53.5% | $6,467-84.0% | $1,942-46.6% |