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 | $34,261 | $95,266-64.0% | $82,389-58.4% | $142,382-75.9% |
| Participation rate | 36.8% | 74.5%-37.6pp | 69.5%-32.7pp | 80.1%-43.3pp |
| Annual return | 9.65% | 25.74%-16.1pp | 28.67%-19.0pp | 217.08%-207.4pp |
| Employer contribution / active EE | $177 | $2,991-94.1% | $2,517-93.0% | $4,299-95.9% |
| Participant deferral / active EE | $2,509 | $4,809-47.8% | $4,155-39.6% | $6,507-61.4% |
| Admin fee / account holder | $4,826 | $8,563-43.6% | $7,231-33.3% | $12,624-61.8% |