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 | $44,530 | $86,929-48.8% | $102,423-56.5% | $80,856-44.9% |
| Participation rate | 59.6% | 72.4%-12.7pp | 76.5%-16.8pp | 67.6%-8.0pp |
| Annual return | 10.36% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $662 | $2,369-72.1% | $3,023-78.1% | $2,755-76.0% |
| Participant deferral / active EE | $2,057 | $4,118-50.1% | $5,053-59.3% | $4,296-52.1% |
| Admin fee / account holder | $3,241 | $8,049-59.7% | $9,451-65.7% | $6,918-53.2% |