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 | $36,474 | $48,046-24.1% | $84,611-56.9% | $72,985-50.0% |
| Participation rate | 61.5% | 57.6%+4.0pp | 68.2%-6.7pp | 69.5%-7.9pp |
| Annual return | 13.79% | 37.38%-23.6pp | 258.74%-245.0pp | 81.00%-67.2pp |
| Employer contribution / active EE | $150 | $1,602-90.6% | $2,652-94.3% | $2,440-93.9% |
| Participant deferral / active EE | $1,446 | $2,680-46.1% | $3,899-62.9% | $3,607-59.9% |
| Admin fee / account holder | $2,473 | $3,395-27.1% | $4,912-49.7% | $5,124-51.7% |