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 | $29,747 | $72,277-58.8% | $101,248-70.6% | $79,858-62.8% |
| Participation rate | 45.7% | 68.5%-22.8pp | 75.8%-30.2pp | 69.6%-24.0pp |
| Annual return | 5.31% | 22.30%-17.0pp | 46.47%-41.2pp | 31.71%-26.4pp |
| Employer contribution / active EE | $373 | $2,692-86.1% | $3,660-89.8% | $2,471-84.9% |
| Participant deferral / active EE | $1,626 | $3,282-50.4% | $4,370-62.8% | $3,740-56.5% |
| Admin fee / account holder | $2,877 | $4,400-34.6% | $5,945-51.6% | $5,306-45.8% |