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 | $26,812 | $76,367-64.9% | $93,606-71.4% | $72,985-63.3% |
| Participation rate | 68.9% | 71.7%-2.9pp | 75.8%-6.9pp | 69.5%-0.6pp |
| Annual return | 14.72% | 25.82%-11.1pp | 32.76%-18.0pp | 81.00%-66.3pp |
| Employer contribution / active EE | $282 | $2,275-87.6% | $2,718-89.6% | $2,440-88.4% |
| Participant deferral / active EE | $1,434 | $3,538-59.5% | $4,069-64.7% | $3,607-60.2% |
| Admin fee / account holder | $787 | $6,838-88.5% | $7,888-90.0% | $5,124-84.6% |