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 | $33,920 | $54,541-37.8% | $78,778-56.9% | $70,131-51.6% |
| Participation rate | 27.7% | 60.8%-33.1pp | 69.2%-41.5pp | 69.5%-41.9pp |
| Annual return | 9.48% | 21.07%-11.6pp | 35.62%-26.1pp | 73.14%-63.7pp |
| Employer contribution / active EE | $186 | $1,089-82.9% | $1,986-90.6% | $2,342-92.1% |
| Participant deferral / active EE | $1,180 | $2,210-46.6% | $2,958-60.1% | $3,332-64.6% |
| Admin fee / account holder | $15,741 | $3,709+324.4% | $5,134+206.6% | $4,645+238.8% |