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 | $39,955 | $49,915-20.0% | $154,803-74.2% | $74,304-46.2% |
| Participation rate | 16.1% | 54.0%-37.9pp | 78.1%-62.0pp | 60.3%-44.3pp |
| Annual return | 11.33% | 34.06%-22.7pp | 58.88%-47.6pp | 29.43%-18.1pp |
| Employer contribution / active EE | $194 | $1,611-87.9% | $4,305-95.5% | $2,241-91.3% |
| Participant deferral / active EE | $655 | $2,255-70.9% | $5,540-88.2% | $3,767-82.6% |
| Admin fee / account holder | $11,037 | $2,189+404.2% | $14,329-23.0% | $2,969+271.7% |