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 | $47,396 | $238,490-80.1% | $180,183-73.7% | $142,382-66.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.4%-27.4pp | 80.1%-30.1pp |
| Annual return | 3.12% | 33.56%-30.4pp | 27.86%-24.7pp | 217.08%-214.0pp |
| Employer contribution / active EE | $336 | $6,143-94.5% | $5,039-93.3% | $4,299-92.2% |
| Participant deferral / active EE | $3,544 | $7,996-55.7% | $6,822-48.1% | $6,507-45.5% |
| Admin fee / account holder | $4,615 | $28,866-84.0% | $19,975-76.9% | $12,624-63.4% |