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 | $45,199 | $71,050-36.4% | $93,606-51.7% | $80,856-44.1% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.6%-10.5pp |
| Annual return | 9.19% | 11.26%-2.1pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $337 | $1,564-78.4% | $2,420-86.1% | $2,755-87.8% |
| Participant deferral / active EE | $2,391 | $4,034-40.7% | $4,411-45.8% | $4,296-44.3% |
| Admin fee / account holder | $17,007 | $6,945+144.9% | $8,285+105.3% | $6,918+145.8% |