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 | $30,042 | $80,968-62.9% | $96,544-68.9% | $75,163-60.0% |
| Participation rate | 68.8% | 71.8%-3.0pp | 76.0%-7.2pp | 67.2%+1.6pp |
| Annual return | 7.73% | 27.06%-19.3pp | 25.84%-18.1pp | 160.62%-152.9pp |
| Employer contribution / active EE | $411 | $2,282-82.0% | $2,965-86.1% | $2,670-84.6% |
| Participant deferral / active EE | $3,270 | $3,928-16.8% | $4,851-32.6% | $4,125-20.7% |
| Admin fee / account holder | $4,149 | $6,724-38.3% | $8,252-49.7% | $5,651-26.6% |