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 | $35,019 | $81,233-56.9% | $155,567-77.5% | $80,874-56.7% |
| Participation rate | 22.8% | 66.2%-43.4pp | 78.2%-55.4pp | 67.6%-44.8pp |
| Annual return | 9.40% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.2pp |
| Employer contribution / active EE | $58 | $3,101-98.1% | $4,674-98.8% | $2,756-97.9% |
| Participant deferral / active EE | $1,389 | $3,452-59.8% | $5,628-75.3% | $4,297-67.7% |
| Admin fee / account holder | $6,934 | $7,998-13.3% | $15,916-56.4% | $6,9350% |