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 | $46,727 | $101,317-53.9% | $146,958-68.2% | $74,495-37.3% |
| Participation rate | 68.6% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.4pp |
| Annual return | 11.17% | 8730.91%-8719.7pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $835 | $3,810-78.1% | $4,933-83.1% | $2,623-68.2% |
| Participant deferral / active EE | $3,300 | $7,303-54.8% | $8,070-59.1% | $4,346-24.1% |
| Admin fee / account holder | $1,998 | $1,739+14.9% | $12,998-84.6% | $1,942+2.9% |