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 | $50,527 | $96,557-47.7% | $80,975-37.6% | $273,961-81.6% |
| Participation rate | 64.3% | 79.1%-14.8pp | 75.8%-11.5pp | 83.0%-18.7pp |
| Annual return | 1.63% | 15.14%-13.5pp | 17.10%-15.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $318 | $4,868-93.5% | $3,714-91.4% | $4,869-93.5% |
| Participant deferral / active EE | $3,241 | $6,598-50.9% | $5,696-43.1% | $5,287-38.7% |
| Admin fee / account holder | $457 | $7,492-93.9% | $5,516-91.7% | $10,132-95.5% |