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 | $23,141 | $177,572-87.0% | $154,803-85.1% | $142,382-83.7% |
| Participation rate | 30.8% | 82.1%-51.3pp | 78.1%-47.3pp | 80.1%-49.4pp |
| Annual return | 9.89% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $755 | $4,810-84.3% | $4,305-82.5% | $4,299-82.4% |
| Participant deferral / active EE | $2,710 | $6,272-56.8% | $5,540-51.1% | $6,507-58.4% |
| Admin fee / account holder | $22,070 | $16,786+31.5% | $14,329+54.0% | $12,624+74.8% |