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 | $57,633 | $65,041-11.4% | $90,951-36.6% | $79,858-27.8% |
| Participation rate | 28.9% | 61.6%-32.7pp | 69.0%-40.1pp | 69.6%-40.7pp |
| Annual return | 9.75% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $157 | $1,247-87.4% | $2,122-92.6% | $2,471-93.6% |
| Participant deferral / active EE | $1,530 | $2,512-39.1% | $3,373-54.6% | $3,740-59.1% |
| Admin fee / account holder | $13,950 | $4,536+207.5% | $5,959+134.1% | $5,306+162.9% |