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 | $67,851 | $77,503-12.5% | $100,391-32.4% | $80,856-16.1% |
| Participation rate | 42.6% | 76.9%-34.4pp | 81.5%-38.9pp | 67.6%-25.1pp |
| Annual return | 10.58% | 37.20%-26.6pp | 49.20%-38.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2 | $2,801-99.9% | $3,942-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $2,873 | $6,820-57.9% | $8,082-64.4% | $4,296-33.1% |
| Admin fee / account holder | $11,682 | $5,897+98.1% | $7,899+47.9% | $6,918+68.9% |