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 | $71,057-19.9% | $93,654-39.3% | $80,874-29.7% |
| Participation rate | 56.0% | 60.4%-4.4pp | 68.7%-12.7pp | 67.6%-11.6pp |
| Annual return | 8.12% | 11.26%-3.1pp | 133.34%-125.2pp | 35.62%-27.5pp |
| Employer contribution / active EE | $364 | $1,564-76.7% | $2,421-85.0% | $2,756-86.8% |
| Participant deferral / active EE | $2,344 | $4,034-41.9% | $4,413-46.9% | $4,297-45.5% |
| Admin fee / account holder | $2,042 | $6,944-70.6% | $8,282-75.3% | $6,935-70.6% |