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 | $38,957 | $78,672-50.5% | $109,143-64.3% | $85,850-54.6% |
| Participation rate | 57.1% | 68.3%-11.1pp | 75.9%-18.7pp | 69.3%-12.2pp |
| Annual return | 9.65% | 25.09%-15.4pp | 25.75%-16.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $312 | $2,735-88.6% | $3,722-91.6% | $2,565-87.8% |
| Participant deferral / active EE | $2,401 | $3,467-30.7% | $4,653-48.4% | $3,952-39.2% |
| Admin fee / account holder | $4,823 | $5,469-11.8% | $6,752-28.6% | $6,260-23.0% |