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 | $43,828 | $58,927-25.6% | $76,817-42.9% | $72,985-39.9% |
| Participation rate | 42.1% | 67.3%-25.2pp | 72.1%-30.0pp | 69.5%-27.4pp |
| Annual return | 15.50% | 2305.64%-2290.1pp | 1166.11%-1150.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $321 | $1,787-82.0% | $2,302-86.1% | $2,440-86.8% |
| Participant deferral / active EE | $3,219 | $2,690+19.6% | $3,336-3.5% | $3,607-10.8% |
| Admin fee / account holder | $2,051 | $4,013-48.9% | $6,420-68.1% | $5,124-60.0% |