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 | $46,395 | $77,899-40.4% | $149,673-69.0% | $75,163-38.3% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 8.60% | 31.72%-23.1pp | 134.42%-125.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $316 | $3,137-89.9% | $4,818-93.4% | $2,670-88.2% |
| Participant deferral / active EE | $1,624 | $3,411-52.4% | $5,680-71.4% | $4,125-60.6% |
| Admin fee / account holder | $40,400 | $5,956+578.3% | $13,210+205.8% | $5,651+614.9% |