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 | $23,498 | $49,915-52.9% | $154,803-84.8% | $74,304-68.4% |
| Participation rate | 52.3% | 54.0%-1.6pp | 78.1%-25.7pp | 60.3%-8.0pp |
| Annual return | 10.96% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.5pp |
| Employer contribution / active EE | $167 | $1,611-89.7% | $4,305-96.1% | $2,241-92.6% |
| Participant deferral / active EE | $1,292 | $2,255-42.7% | $5,540-76.7% | $3,767-65.7% |
| Admin fee / account holder | $6,510 | $2,189+197.4% | $14,329-54.6% | $2,969+119.3% |