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 | $34,373 | $63,346-45.7% | $92,233-62.7% | $70,131-51.0% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 10.73% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $325 | $2,471-86.8% | $3,679-91.2% | $2,342-86.1% |
| Participant deferral / active EE | $2,548 | $2,854-10.7% | $3,897-34.6% | $3,332-23.5% |
| Admin fee / account holder | $2,167 | $3,840-43.6% | $5,194-58.3% | $4,645-53.3% |