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 | $35,488 | $65,365-45.7% | $92,893-61.8% | $72,985-51.4% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.4pp |
| Annual return | 15.04% | 42.10%-27.1pp | 109.41%-94.4pp | 81.00%-66.0pp |
| Employer contribution / active EE | $416 | $2,594-84.0% | $3,653-88.6% | $2,440-82.9% |
| Participant deferral / active EE | $2,108 | $3,128-32.6% | $4,236-50.2% | $3,607-41.6% |
| Admin fee / account holder | $9,559 | $4,251+124.9% | $5,794+65.0% | $5,124+86.5% |