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 | $39,195 | $78,705-50.2% | $117,854-66.7% | $70,131-44.1% |
| Participation rate | 66.1% | 73.2%-7.1pp | 79.7%-13.6pp | 69.5%-3.5pp |
| Annual return | 8.32% | 23.30%-15.0pp | 335.08%-326.8pp | 73.14%-64.8pp |
| Employer contribution / active EE | $240 | $2,223-89.2% | $3,786-93.7% | $2,342-89.8% |
| Participant deferral / active EE | $2,419 | $3,297-26.6% | $4,482-46.0% | $3,332-27.4% |
| Admin fee / account holder | $3,505 | $5,065-30.8% | $8,020-56.3% | $4,645-24.5% |