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 | $42,790 | $55,706-23.2% | $75,886-43.6% | $72,985-41.4% |
| Participation rate | 35.4% | 61.1%-25.7pp | 69.3%-33.9pp | 69.5%-34.1pp |
| Annual return | 15.28% | 27.59%-12.3pp | 30.76%-15.5pp | 81.00%-65.7pp |
| Employer contribution / active EE | $234 | $1,687-86.1% | $2,500-90.6% | $2,440-90.4% |
| Participant deferral / active EE | $1,195 | $2,634-54.6% | $3,603-66.8% | $3,607-66.9% |
| Admin fee / account holder | $32,187 | $3,978+709.1% | $5,418+494.0% | $5,124+528.1% |