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 | $30,850 | $45,035-31.5% | $62,995-51.0% | $70,131-56.0% |
| Participation rate | 44.8% | 69.5%-24.7pp | 74.8%-30.0pp | 69.5%-24.7pp |
| Annual return | 10.36% | 18.76%-8.4pp | 87.57%-77.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $913 | $2,465-63.0% | $3,329-72.6% | $3,332-72.6% |
| Admin fee / account holder | $1,459 | $2,834-48.5% | $3,600-59.5% | $4,645-68.6% |