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 | $38,344 | $46,869-18.2% | $122,332-68.7% | $70,131-45.3% |
| Participation rate | 32.5% | 58.2%-25.7pp | 71.6%-39.1pp | 69.5%-37.0pp |
| Annual return | 12.28% | 24.22%-11.9pp | 30.27%-18.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $198 | $1,288-84.7% | $4,050-95.1% | $2,342-91.6% |
| Participant deferral / active EE | $1,522 | $2,166-29.8% | $3,287-53.7% | $3,332-54.3% |
| Admin fee / account holder | $1,221 | $3,322-63.2% | $5,478-77.7% | $4,645-73.7% |