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 | $41,200 | $45,035-8.5% | $62,995-34.6% | $70,131-41.3% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 7.50% | 18.76%-11.3pp | 87.57%-80.1pp | 73.14%-65.6pp |
| Employer contribution / active EE | $312 | $2,051-84.8% | $2,759-88.7% | $2,342-86.7% |
| Participant deferral / active EE | $2,508 | $2,465+1.8% | $3,329-24.7% | $3,332-24.7% |
| Admin fee / account holder | $964 | $2,834-66.0% | $3,600-73.2% | $4,645-79.2% |