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 | $38,623 | $60,892-36.6% | $82,389-53.1% | $84,808-54.5% |
| Participation rate | 45.7% | 63.3%-17.6pp | 69.5%-23.8pp | 68.3%-22.6pp |
| Annual return | 7.66% | 37.29%-29.6pp | 28.67%-21.0pp | 40.90%-33.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,508 | $3,179+41.8% | $4,155+8.5% | $4,212+7.0% |
| Admin fee / account holder | $2,120 | $5,467-61.2% | $7,231-70.7% | $7,344-71.1% |