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 | $41,366 | $181,894-77.3% | $156,549-73.6% | $273,961-84.9% |
| Participation rate | 61.5% | 88.4%-26.8pp | 84.0%-22.5pp | 83.0%-21.5pp |
| Annual return | 1.16% | 30.74%-29.6pp | 32.23%-31.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $863 | $6,248-86.2% | $5,501-84.3% | $4,869-82.3% |
| Participant deferral / active EE | $2,231 | $5,550-59.8% | $4,871-54.2% | $5,287-57.8% |
| Admin fee / account holder | $4,710 | $15,559-69.7% | $13,027-63.8% | $10,132-53.5% |