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 | $63,340 | $71,050-10.9% | $93,606-32.3% | $80,856-21.7% |
| Participation rate | 29.7% | 60.4%-30.7pp | 68.7%-39.0pp | 67.6%-37.9pp |
| Annual return | 8.92% | 11.26%-2.3pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $129 | $1,564-91.8% | $2,420-94.7% | $2,755-95.3% |
| Participant deferral / active EE | $1,761 | $4,034-56.3% | $4,411-60.1% | $4,296-59.0% |
| Admin fee / account holder | $7,218 | $6,945+3.9% | $8,285-12.9% | $6,918+4.3% |