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 | $58,486 | $91,552-36.1% | $133,956-56.3% | $79,858-26.8% |
| Participation rate | 69.6% | 73.3%-3.7pp | 79.8%-10.2pp | 69.6%0pp |
| Annual return | 3.25% | 61.85%-58.6pp | 45.09%-41.8pp | 31.71%-28.5pp |
| Employer contribution / active EE | $337 | $2,384-85.9% | $3,919-91.4% | $2,471-86.4% |
| Participant deferral / active EE | $2,148 | $3,733-42.5% | $5,048-57.4% | $3,740-42.6% |
| Admin fee / account holder | $5,683 | $6,321-10.1% | $8,927-36.3% | $5,306+7.1% |