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 | $43,794 | $159,602-72.6% | $150,045-70.8% | $142,382-69.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 4.75% | 70.24%-65.5pp | 62.55%-57.8pp | 217.08%-212.3pp |
| Employer contribution / active EE | -$303 | $4,961-106.1% | $4,693-106.5% | $4,299-107.0% |
| Participant deferral / active EE | $2,773 | $8,310-66.6% | $7,997-65.3% | $6,507-57.4% |
| Admin fee / account holder | $1,218 | $14,846-91.8% | $13,435-90.9% | $12,624-90.4% |