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 | $45,733 | $136,307-66.4% | $106,619-57.1% | $273,961-83.3% |
| Participation rate | 46.2% | 84.8%-38.6pp | 78.0%-31.8pp | 83.0%-36.9pp |
| Annual return | -5.52% | 11.05%-16.6pp | 9.42%-14.9pp | 41.45%-47.0pp |
| Employer contribution / active EE | $498 | $5,190-90.4% | $3,947-87.4% | $4,869-89.8% |
| Participant deferral / active EE | $1,468 | $4,969-70.5% | $3,930-62.6% | $5,287-72.2% |
| Admin fee / account holder | $6,657 | $8,625-22.8% | $6,418+3.7% | $10,132-34.3% |