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 | $34,815 | $92,985-62.6% | $153,485-77.3% | $80,856-56.9% |
| Participation rate | 50.0% | 69.0%-19.0pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 5.70% | 19.95%-14.3pp | 15.65%-10.0pp | 35.59%-29.9pp |
| Employer contribution / active EE | $981 | $3,507-72.0% | $5,039-80.5% | $2,755-64.4% |
| Participant deferral / active EE | $2,100 | $5,178-59.4% | $6,757-68.9% | $4,296-51.1% |
| Admin fee / account holder | $15,381 | $8,880+73.2% | $12,724+20.9% | $6,918+122.3% |