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 | $44,801 | $89,753-50.1% | $107,525-58.3% | $84,808-47.2% |
| Participation rate | 57.5% | 68.1%-10.6pp | 75.1%-17.6pp | 68.3%-10.8pp |
| Annual return | 10.00% | 29.48%-19.5pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $427 | $3,113-86.3% | $3,754-88.6% | $2,631-83.8% |
| Participant deferral / active EE | $1,891 | $4,056-53.4% | $5,116-63.0% | $4,212-55.1% |
| Admin fee / account holder | $9,291 | $7,222+28.6% | $8,919+4.2% | $7,344+26.5% |