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 5-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 | $35,122 | $81,460-56.9% | $103,333-66.0% | $80,856-56.6% |
| Participation rate | 30.6% | 66.8%-36.3pp | 74.5%-44.0pp | 67.6%-37.1pp |
| Annual return | 6.66% | 25.55%-18.9pp | 24.88%-18.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $774 | $3,105-75.1% | $3,868-80.0% | $2,755-71.9% |
| Participant deferral / active EE | $2,482 | $3,869-35.8% | $5,057-50.9% | $4,296-42.2% |
| Admin fee / account holder | $2,307 | $6,566-64.9% | $8,355-72.4% | $6,918-66.6% |