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 | $39,555 | $183,963-78.5% | $162,163-75.6% | $152,861-74.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 0.10% | 150.76%-150.7pp | 115.59%-115.5pp | 345.32%-345.2pp |
| Employer contribution / active EE | $640 | $6,371-90.0% | $5,614-88.6% | $4,762-86.6% |
| Participant deferral / active EE | $3,342 | $8,034-58.4% | $7,298-54.2% | $5,850-42.9% |
| Admin fee / account holder | $21,978 | $13,121+67.5% | $10,843+102.7% | $11,596+89.5% |