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 | $36,680 | $65,041-43.6% | $90,951-59.7% | $79,858-54.1% |
| Participation rate | 37.9% | 61.6%-23.7pp | 69.0%-31.1pp | 69.6%-31.7pp |
| Annual return | 9.76% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $204 | $1,247-83.7% | $2,122-90.4% | $2,471-91.8% |
| Participant deferral / active EE | $1,418 | $2,512-43.5% | $3,373-58.0% | $3,740-62.1% |
| Admin fee / account holder | $5,097 | $4,536+12.4% | $5,959-14.5% | $5,306-3.9% |