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 | $73,787-46.3% | $98,716-59.9% | $82,448-51.9% |
| Participation rate | 60.3% | 61.4%-1.1pp | 69.3%-9.0pp | 68.1%-7.8pp |
| Annual return | 12.44% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $274 | $1,511-81.9% | $2,279-88.0% | $2,551-89.2% |
| Participant deferral / active EE | $2,087 | $3,081-32.3% | $4,048-48.4% | $4,139-49.6% |
| Admin fee / account holder | $884 | $6,500-86.4% | $8,703-89.8% | $7,234-87.8% |