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 | $34,730 | $45,035-22.9% | $62,995-44.9% | $70,131-50.5% |
| Participation rate | 32.6% | 69.5%-37.0pp | 74.8%-42.2pp | 69.5%-37.0pp |
| Annual return | 10.84% | 18.76%-7.9pp | 87.57%-76.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $258 | $2,051-87.4% | $2,759-90.6% | $2,342-89.0% |
| Participant deferral / active EE | $1,377 | $2,465-44.1% | $3,329-58.6% | $3,332-58.7% |
| Admin fee / account holder | $12,330 | $2,834+335.0% | $3,600+242.5% | $4,645+165.4% |