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 | $54,414 | $65,365-16.8% | $92,893-41.4% | $72,985-25.4% |
| Participation rate | 23.7% | 68.3%-44.6pp | 76.0%-52.3pp | 69.5%-45.8pp |
| Annual return | 15.40% | 42.10%-26.7pp | 109.41%-94.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $498 | $2,594-80.8% | $3,653-86.4% | $2,440-79.6% |
| Participant deferral / active EE | $1,693 | $3,128-45.9% | $4,236-60.0% | $3,607-53.1% |
| Admin fee / account holder | $11,679 | $4,251+174.7% | $5,794+101.6% | $5,124+127.9% |