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 | $36,029 | $52,580-31.5% | $71,671-49.7% | $70,131-48.6% |
| Participation rate | 42.2% | 60.9%-18.7pp | 68.7%-26.6pp | 69.5%-27.4pp |
| Annual return | 10.34% | 20.25%-9.9pp | 20.65%-10.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $201 | $1,616-87.6% | $2,460-91.8% | $2,342-91.4% |
| Participant deferral / active EE | $1,125 | $2,386-52.9% | $3,438-67.3% | $3,332-66.2% |
| Admin fee / account holder | $1,931 | $3,653-47.1% | $5,558-65.3% | $4,645-58.4% |