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 | $33,788 | $76,552-55.9% | $123,892-72.7% | $62,891-46.3% |
| Participation rate | 48.3% | 73.0%-24.7pp | 81.4%-33.1pp | 69.3%-21.0pp |
| Annual return | 4.89% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $408 | $2,883-85.8% | $4,617-91.2% | $2,281-82.1% |
| Participant deferral / active EE | $5,556 | $4,840+14.8% | $5,984-7.2% | $3,203+73.5% |
| Admin fee / account holder | $12,639 | $4,826+161.9% | $8,357+51.2% | $4,296+194.2% |