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 | $51,797 | $83,477-38.0% | $125,175-58.6% | $72,985-29.0% |
| Participation rate | 56.7% | 73.3%-16.6pp | 79.8%-23.1pp | 69.5%-12.8pp |
| Annual return | 12.22% | 25.78%-13.6pp | 43.79%-31.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,489 | $3,585+53.1% | $4,937+11.2% | $3,607+52.1% |
| Admin fee / account holder | $14,255 | $5,517+158.4% | $9,702+46.9% | $5,124+178.2% |