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 | $29,576 | $102,616-71.2% | $81,983-63.9% | $158,922-81.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 5.45% | 61.04%-55.6pp | 41.31%-35.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $106 | $3,240-96.7% | $2,498-95.7% | $4,761-97.8% |
| Participant deferral / active EE | $1,181 | $4,648-74.6% | $3,722-68.3% | $5,982-80.3% |
| Admin fee / account holder | $24,170 | $8,235+193.5% | $5,664+326.7% | $11,246+114.9% |