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 | $77,106 | $106,749-27.8% | $145,433-47.0% | $82,448-6.5% |
| Participation rate | 59.6% | 75.6%-16.1pp | 82.1%-22.6pp | 68.1%-8.5pp |
| Annual return | 11.76% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $600 | $3,444-82.6% | $4,554-86.8% | $2,551-76.5% |
| Participant deferral / active EE | $3,886 | $6,519-40.4% | $7,897-50.8% | $4,139-6.1% |
| Admin fee / account holder | $20,262 | $8,390+141.5% | $13,129+54.3% | $7,234+180.1% |