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 | $45,819 | $81,460-43.8% | $103,333-55.7% | $80,856-43.3% |
| Participation rate | 53.7% | 66.8%-13.2pp | 74.5%-20.9pp | 67.6%-14.0pp |
| Annual return | 9.57% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $400 | $3,105-87.1% | $3,868-89.7% | $2,755-85.5% |
| Participant deferral / active EE | $2,039 | $3,869-47.3% | $5,057-59.7% | $4,296-52.5% |
| Admin fee / account holder | $10,317 | $6,566+57.1% | $8,355+23.5% | $6,918+49.1% |