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 | $38,913 | $91,407-57.4% | $135,903-71.4% | $71,457-45.5% |
| Participation rate | 69.0% | 75.7%-6.7pp | 81.9%-12.9pp | 67.9%+1.1pp |
| Annual return | 14.97% | 29.90%-14.9pp | 68.23%-53.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $611 | $3,703-83.5% | $4,856-87.4% | $2,588-76.4% |
| Participant deferral / active EE | $3,176 | $7,092-55.2% | $7,758-59.1% | $4,289-26.0% |
| Admin fee / account holder | $4,365 | $1,266+244.8% | $10,762-59.4% | $1,587+175.0% |