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 | $26,726 | $56,897-53.0% | $84,750-68.5% | $62,891-57.5% |
| Participation rate | 12.5% | 68.5%-56.0pp | 76.6%-64.1pp | 69.3%-56.8pp |
| Annual return | 1.53% | 6.30%-4.8pp | 22.78%-21.3pp | 20.14%-18.6pp |
| Employer contribution / active EE | $310 | $2,400-87.1% | $3,574-91.3% | $2,281-86.4% |
| Participant deferral / active EE | $1,601 | $2,709-40.9% | $3,712-56.9% | $3,203-50.0% |
| Admin fee / account holder | $3,838 | $3,581+7.2% | $5,332-28.0% | $4,296-10.7% |