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 | $41,195 | $51,638-20.2% | $68,368-39.7% | $82,448-50.0% |
| Participation rate | 27.8% | 63.6%-35.8pp | 73.8%-46.0pp | 68.1%-40.3pp |
| Annual return | 10.03% | 37.53%-27.5pp | 292.57%-282.5pp | 41.64%-31.6pp |
| Employer contribution / active EE | $242 | $2,047-88.2% | $2,649-90.9% | $2,551-90.5% |
| Participant deferral / active EE | $1,335 | $2,914-54.2% | $4,123-67.6% | $4,139-67.7% |
| Admin fee / account holder | $1,406 | $4,643-69.7% | $5,150-72.7% | $7,234-80.6% |