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 | $71,817 | $53,777+33.5% | $134,143-46.5% | $79,858-10.1% |
| Participation rate | 34.8% | 58.8%-23.9pp | 72.2%-37.3pp | 69.6%-34.8pp |
| Annual return | 6.95% | 19.01%-12.1pp | 36.33%-29.4pp | 31.71%-24.8pp |
| Employer contribution / active EE | $164 | $1,321-87.6% | $3,704-95.6% | $2,471-93.4% |
| Participant deferral / active EE | $1,387 | $2,420-42.7% | $3,499-60.4% | $3,740-62.9% |
| Admin fee / account holder | $42,337 | $3,984+962.7% | $6,684+533.4% | $5,306+697.9% |