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 | $65,031 | $83,477-22.1% | $125,175-48.0% | $72,985-10.9% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.5%-27.2pp |
| Annual return | 12.64% | 25.78%-13.1pp | 43.79%-31.1pp | 81.00%-68.4pp |
| Employer contribution / active EE | $217 | $2,345-90.8% | $3,865-94.4% | $2,440-91.1% |
| Participant deferral / active EE | $2,118 | $3,585-40.9% | $4,937-57.1% | $3,607-41.3% |
| Admin fee / account holder | $29,354 | $5,517+432.0% | $9,702+202.6% | $5,124+472.8% |