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 | $26,785 | $65,696-59.2% | $56,429-52.5% | $147,584-81.9% |
| Participation rate | 47.1% | 85.5%-38.5pp | 80.0%-33.0pp | 82.8%-35.8pp |
| Annual return | 2.37% | 13.32%-10.9pp | 19.04%-16.7pp | 578.55%-576.2pp |
| Employer contribution / active EE | $995 | $4,121-75.9% | $3,405-70.8% | $4,876-79.6% |
| Participant deferral / active EE | $1,507 | $4,876-69.1% | $3,951-61.9% | $5,439-72.3% |
| Admin fee / account holder | $5,844 | $5,947-1.7% | $4,466+30.8% | $10,885-46.3% |