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 | $31,845 | $99,341-67.9% | $84,750-62.4% | $273,961-88.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 1.95% | 22.93%-21.0pp | 22.78%-20.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $267 | $4,214-93.7% | $3,574-92.5% | $4,869-94.5% |
| Participant deferral / active EE | $1,165 | $4,269-72.7% | $3,712-68.6% | $5,287-78.0% |
| Admin fee / account holder | $11,411 | $6,644+71.7% | $5,332+114.0% | $10,132+12.6% |