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 | $32,662 | $111,301-70.7% | $112,977-71.1% | $158,922-79.4% |
| Participation rate | 62.5% | 83.5%-21.0pp | 82.6%-20.1pp | 82.0%-19.5pp |
| Annual return | 5.29% | 26.40%-21.1pp | 24.24%-18.9pp | 302.83%-297.5pp |
| Employer contribution / active EE | $658 | $4,471-85.3% | $4,255-84.5% | $4,761-86.2% |
| Participant deferral / active EE | $3,214 | $5,880-45.3% | $5,836-44.9% | $5,982-46.3% |
| Admin fee / account holder | $62,250 | $8,392+641.8% | $6,294+889.1% | $11,246+453.5% |