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 | $49,442 | $92,985-46.8% | $153,485-67.8% | $80,856-38.9% |
| Participation rate | 50.8% | 69.0%-18.1pp | 77.1%-26.2pp | 67.6%-16.8pp |
| Annual return | 7.14% | 19.95%-12.8pp | 15.65%-8.5pp | 35.59%-28.5pp |
| Employer contribution / active EE | $443 | $3,507-87.4% | $5,039-91.2% | $2,755-83.9% |
| Participant deferral / active EE | $3,266 | $5,178-36.9% | $6,757-51.7% | $4,296-24.0% |
| Admin fee / account holder | $11,782 | $8,880+32.7% | $12,724-7.4% | $6,918+70.3% |