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 | $44,940 | $71,050-36.7% | $93,606-52.0% | $80,856-44.4% |
| Participation rate | 49.3% | 60.4%-11.1pp | 68.7%-19.4pp | 67.6%-18.3pp |
| Annual return | 9.65% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $265 | $1,564-83.0% | $2,420-89.0% | $2,755-90.4% |
| Participant deferral / active EE | $1,807 | $4,034-55.2% | $4,411-59.0% | $4,296-57.9% |
| Admin fee / account holder | $4,957 | $6,945-28.6% | $8,285-40.2% | $6,918-28.3% |