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 | $20,396 | $54,705-62.7% | $71,209-71.4% | $84,808-76.0% |
| Participation rate | 26.3% | 64.1%-37.8pp | 73.8%-47.4pp | 68.3%-42.0pp |
| Annual return | 11.67% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $248 | $2,158-88.5% | $2,721-90.9% | $2,631-90.6% |
| Participant deferral / active EE | $1,017 | $3,030-66.4% | $4,175-75.6% | $4,212-75.8% |
| Admin fee / account holder | $3,829 | $4,863-21.3% | $5,349-28.4% | $7,344-47.9% |