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 | $57,360 | $81,248-29.4% | $155,509-63.1% | $80,856-29.1% |
| Participation rate | 26.8% | 66.2%-39.4pp | 78.2%-51.4pp | 67.6%-40.8pp |
| Annual return | 8.74% | 33.31%-24.6pp | 64.67%-55.9pp | 35.59%-26.9pp |
| Employer contribution / active EE | $188 | $3,100-94.0% | $4,672-96.0% | $2,755-93.2% |
| Participant deferral / active EE | $1,113 | $3,452-67.8% | $5,626-80.2% | $4,296-74.1% |
| Admin fee / account holder | $4,373 | $7,997-45.3% | $15,912-72.5% | $6,918-36.8% |