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 | $43,262 | $70,475-38.6% | $100,516-57.0% | $79,858-45.8% |
| Participation rate | 67.2% | 73.7%-6.5pp | 79.4%-12.2pp | 69.6%-2.5pp |
| Annual return | -7.80% | 21.90%-29.7pp | 30.89%-38.7pp | 31.71%-39.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,066 | $5,181-21.5% | $6,270-35.2% | $3,740+8.7% |
| Admin fee / account holder | $7,578 | $4,478+69.2% | $8,081-6.2% | $5,306+42.8% |