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 | $79,883 | $98,750-19.1% | $149,696-46.6% | $79,8580% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.5%-19.3pp | 69.6%-6.5pp |
| Annual return | -4.11% | 27.43%-31.5pp | 276.60%-280.7pp | 31.71%-35.8pp |
| Employer contribution / active EE | $481 | $3,216-85.1% | $4,644-89.7% | $2,471-80.6% |
| Participant deferral / active EE | $4,978 | $5,680-12.4% | $6,842-27.2% | $3,740+33.1% |
| Admin fee / account holder | $993 | $6,053-83.6% | $9,309-89.3% | $5,306-81.3% |