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 | $56,890 | $71,050-19.9% | $93,606-39.2% | $80,856-29.6% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 8.12% | 11.26%-3.1pp | 133.20%-125.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $364 | $1,564-76.7% | $2,420-84.9% | $2,755-86.8% |
| Participant deferral / active EE | $2,344 | $4,034-41.9% | $4,411-46.9% | $4,296-45.4% |
| Admin fee / account holder | $2,042 | $6,945-70.6% | $8,285-75.4% | $6,918-70.5% |