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 | $33,755 | $59,839-43.6% | $81,983-58.8% | $79,858-57.7% |
| Participation rate | 66.2% | 61.6%+4.6pp | 69.2%-3.0pp | 69.6%-3.4pp |
| Annual return | 6.97% | 17.56%-10.6pp | 41.31%-34.3pp | 31.71%-24.7pp |
| Employer contribution / active EE | $188 | $1,713-89.0% | $2,498-92.5% | $2,471-92.4% |
| Participant deferral / active EE | $1,794 | $2,695-33.4% | $3,722-51.8% | $3,740-52.0% |
| Admin fee / account holder | $8,615 | $4,287+101.0% | $5,664+52.1% | $5,306+62.4% |