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 | $75,762 | $91,552-17.2% | $133,956-43.4% | $79,858-5.1% |
| Participation rate | 40.6% | 73.3%-32.7pp | 79.8%-39.2pp | 69.6%-29.0pp |
| Annual return | 2.67% | 61.85%-59.2pp | 45.09%-42.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $270 | $2,384-88.7% | $3,919-93.1% | $2,471-89.1% |
| Participant deferral / active EE | $2,074 | $3,733-44.4% | $5,048-58.9% | $3,740-44.5% |
| Admin fee / account holder | $7,908 | $6,321+25.1% | $8,927-11.4% | $5,306+49.0% |