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 | $47,525 | $78,422-39.4% | $95,952-50.5% | $79,858-40.5% |
| Participation rate | 62.7% | 73.5%-10.7pp | 77.1%-14.3pp | 69.6%-6.9pp |
| Annual return | 9.52% | 19.37%-9.9pp | 91.61%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $252 | $1,945-87.0% | $2,541-90.1% | $2,471-89.8% |
| Participant deferral / active EE | $2,027 | $3,440-41.1% | $4,167-51.4% | $3,740-45.8% |
| Admin fee / account holder | $9,118 | $5,622+62.2% | $6,795+34.2% | $5,306+71.8% |