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 | $33,561 | $81,248-58.7% | $155,509-78.4% | $80,856-58.5% |
| Participation rate | 54.9% | 66.2%-11.3pp | 78.2%-23.3pp | 67.6%-12.7pp |
| Annual return | 9.35% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $295 | $3,100-90.5% | $4,672-93.7% | $2,755-89.3% |
| Participant deferral / active EE | $1,722 | $3,452-50.1% | $5,626-69.4% | $4,296-59.9% |
| Admin fee / account holder | $3,598 | $7,997-55.0% | $15,912-77.4% | $6,918-48.0% |