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 | $30,884 | $65,365-52.8% | $92,893-66.8% | $72,985-57.7% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 14.45% | 42.10%-27.6pp | 109.41%-95.0pp | 81.00%-66.5pp |
| Employer contribution / active EE | $215 | $2,594-91.7% | $3,653-94.1% | $2,440-91.2% |
| Participant deferral / active EE | $1,734 | $3,128-44.6% | $4,236-59.1% | $3,607-51.9% |
| Admin fee / account holder | $18,590 | $4,251+337.3% | $5,794+220.9% | $5,124+262.8% |