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 | $76,759 | $89,355-14.1% | $141,162-45.6% | $72,985+5.2% |
| Participation rate | 45.9% | 75.1%-29.2pp | 82.5%-36.5pp | 69.5%-23.5pp |
| Annual return | 17.19% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $54 | $3,114-98.3% | $4,735-98.9% | $2,440-97.8% |
| Participant deferral / active EE | $2,454 | $5,418-54.7% | $6,709-63.4% | $3,607-32.0% |
| Admin fee / account holder | $4,160 | $5,958-30.2% | $10,261-59.5% | $5,124-18.8% |