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 | $33,101 | $77,899-57.5% | $149,673-77.9% | $75,163-56.0% |
| Participation rate | 31.7% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.5pp |
| Annual return | 11.70% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $304 | $3,137-90.3% | $4,818-93.7% | $2,670-88.6% |
| Participant deferral / active EE | $1,899 | $3,411-44.3% | $5,680-66.6% | $4,125-54.0% |
| Admin fee / account holder | $2,226 | $5,956-62.6% | $13,210-83.1% | $5,651-60.6% |