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 | $47,676 | $62,127-23.3% | $81,382-41.4% | $74,495-36.0% |
| Participation rate | 58.8% | 64.0%-5.2pp | 69.5%-10.7pp | 67.2%-8.4pp |
| Annual return | 10.76% | 16.48%-5.7pp | 24.73%-14.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $441 | $1,882-76.6% | $2,463-82.1% | $2,623-83.2% |
| Participant deferral / active EE | $2,987 | $3,229-7.5% | $3,883-23.1% | $4,346-31.3% |
| Admin fee / account holder | $4,211 | $1,934+117.7% | $5,768-27.0% | $1,942+116.9% |