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 | $35,708 | $64,480-44.6% | $81,382-56.1% | $80,856-55.8% |
| Participation rate | 48.8% | 63.9%-15.1pp | 69.5%-20.7pp | 67.6%-18.9pp |
| Annual return | 10.27% | 16.34%-6.1pp | 24.73%-14.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $398 | $1,978-79.9% | $2,463-83.8% | $2,755-85.6% |
| Participant deferral / active EE | $1,627 | $3,094-47.4% | $3,883-58.1% | $4,296-62.1% |
| Admin fee / account holder | $6,963 | $5,671+22.8% | $5,768+20.7% | $6,918+0.7% |