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 | $80,575 | $214,378-62.4% | $200,582-59.8% | $142,382-43.4% |
| Participation rate | 60.9% | 87.4%-26.6pp | 86.9%-26.0pp | 80.1%-19.3pp |
| Annual return | 7.73% | 46.41%-38.7pp | 42.33%-34.6pp | 217.08%-209.3pp |
| Employer contribution / active EE | $599 | $6,841-91.2% | $6,419-90.7% | $4,299-86.1% |
| Participant deferral / active EE | $3,119 | $9,865-68.4% | $9,331-66.6% | $6,507-52.1% |
| Admin fee / account holder | $51,069 | $17,692+188.7% | $16,305+213.2% | $12,624+304.6% |