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 | $40,869 | $87,841-53.5% | $133,980-69.5% | $62,891-35.0% |
| Participation rate | 58.5% | 83.4%-24.8pp | 87.1%-28.5pp | 69.3%-10.8pp |
| Annual return | 4.65% | 12.05%-7.4pp | 29.30%-24.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $229 | $3,483-93.4% | $5,211-95.6% | $2,281-90.0% |
| Participant deferral / active EE | $2,473 | $4,812-48.6% | $6,282-60.6% | $3,203-22.8% |
| Admin fee / account holder | $5,550 | $5,371+3.3% | $9,324-40.5% | $4,296+29.2% |