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 | $39,631 | $74,927-47.1% | $101,794-61.1% | $84,808-53.3% |
| Participation rate | 60.3% | 61.4%-1.1pp | 69.2%-8.9pp | 68.3%-8.0pp |
| Annual return | 12.44% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $274 | $1,522-82.0% | $2,289-88.0% | $2,631-89.6% |
| Participant deferral / active EE | $2,087 | $3,099-32.7% | $4,084-48.9% | $4,212-50.5% |
| Admin fee / account holder | $884 | $6,514-86.4% | $8,777-89.9% | $7,344-88.0% |