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 | $40,468 | $81,460-50.3% | $103,333-60.8% | $80,856-50.0% |
| Participation rate | 41.7% | 66.8%-25.2pp | 74.5%-32.8pp | 67.6%-26.0pp |
| Annual return | 7.02% | 25.55%-18.5pp | 24.88%-17.9pp | 35.59%-28.6pp |
| Employer contribution / active EE | $781 | $3,105-74.8% | $3,868-79.8% | $2,755-71.6% |
| Participant deferral / active EE | $2,277 | $3,869-41.1% | $5,057-55.0% | $4,296-47.0% |
| Admin fee / account holder | $13,163 | $6,566+100.5% | $8,355+57.6% | $6,918+90.3% |