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 | $37,123 | $60,892-39.0% | $82,389-54.9% | $84,808-56.2% |
| Participation rate | 25.4% | 63.3%-37.9pp | 69.5%-44.2pp | 68.3%-42.9pp |
| Annual return | 12.47% | 37.29%-24.8pp | 28.67%-16.2pp | 40.90%-28.4pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,313 | $3,179-58.7% | $4,155-68.4% | $4,212-68.8% |
| Admin fee / account holder | $8,627 | $5,467+57.8% | $7,231+19.3% | $7,344+17.5% |