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 | $24,057 | $77,899-69.1% | $149,673-83.9% | $75,163-68.0% |
| Participation rate | 23.6% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.6pp |
| Annual return | 11.15% | 31.72%-20.6pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $144 | $3,137-95.4% | $4,818-97.0% | $2,670-94.6% |
| Participant deferral / active EE | $1,908 | $3,411-44.1% | $5,680-66.4% | $4,125-53.7% |
| Admin fee / account holder | $13,305 | $5,956+123.4% | $13,210+0.7% | $5,651+135.4% |