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 | $43,072 | $127,065-66.1% | $113,168-61.9% | $142,382-69.7% |
| Participation rate | 19.0% | 79.2%-60.2pp | 76.6%-57.5pp | 80.1%-61.1pp |
| Annual return | 6.71% | 24.03%-17.3pp | 24.27%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $446 | $3,442-87.1% | $2,975-85.0% | $4,299-89.6% |
| Participant deferral / active EE | $2,114 | $5,716-63.0% | $5,107-58.6% | $6,507-67.5% |
| Admin fee / account holder | $31,739 | $15,736+101.7% | $12,068+163.0% | $12,624+151.4% |