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 | $35,331 | $60,349-41.5% | $74,183-52.4% | $62,891-43.8% |
| Participation rate | 41.9% | 72.7%-30.8pp | 76.6%-34.7pp | 69.3%-27.4pp |
| Annual return | 2.71% | 21.37%-18.7pp | 17.74%-15.0pp | 20.14%-17.4pp |
| Employer contribution / active EE | $274 | $1,680-83.7% | $2,370-88.5% | $2,281-88.0% |
| Participant deferral / active EE | $1,534 | $2,856-46.3% | $3,550-56.8% | $3,203-52.1% |
| Admin fee / account holder | $3,449 | $4,261-19.1% | $5,586-38.3% | $4,296-19.7% |