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 | $38,425 | $89,753-57.2% | $107,525-64.3% | $84,808-54.7% |
| Participation rate | 67.6% | 68.1%-0.4pp | 75.1%-7.4pp | 68.3%-0.7pp |
| Annual return | 10.87% | 29.48%-18.6pp | 181.32%-170.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $354 | $3,113-88.6% | $3,754-90.6% | $2,631-86.5% |
| Participant deferral / active EE | $2,281 | $4,056-43.8% | $5,116-55.4% | $4,212-45.8% |
| Admin fee / account holder | $8,838 | $7,222+22.4% | $8,919-0.9% | $7,344+20.3% |