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 | $48,160 | $81,460-40.9% | $103,333-53.4% | $80,856-40.4% |
| Participation rate | 31.4% | 66.8%-35.4pp | 74.5%-43.1pp | 67.6%-36.2pp |
| Annual return | 6.58% | 25.55%-19.0pp | 24.88%-18.3pp | 35.59%-29.0pp |
| Employer contribution / active EE | $342 | $3,105-89.0% | $3,868-91.1% | $2,755-87.6% |
| Participant deferral / active EE | $1,948 | $3,869-49.6% | $5,057-61.5% | $4,296-54.7% |
| Admin fee / account holder | $24,230 | $6,566+269.0% | $8,355+190.0% | $6,918+250.2% |