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 | $32,458 | $67,606-52.0% | $82,313-60.6% | $70,131-53.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 11.35% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $167 | $1,755-90.5% | $2,428-93.1% | $2,342-92.9% |
| Participant deferral / active EE | $1,646 | $2,987-44.9% | $3,706-55.6% | $3,332-50.6% |
| Admin fee / account holder | $12,494 | $4,512+176.9% | $5,608+122.8% | $4,645+169.0% |