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 | $61,981 | $133,922-53.7% | $116,228-46.7% | $142,382-56.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 5.26% | 147.76%-142.5pp | 90.06%-84.8pp | 217.08%-211.8pp |
| Employer contribution / active EE | $163 | $3,446-95.3% | $2,994-94.6% | $4,299-96.2% |
| Participant deferral / active EE | $1,625 | $5,672-71.4% | $4,953-67.2% | $6,507-75.0% |
| Admin fee / account holder | $92,563 | $14,945+519.4% | $11,989+672.1% | $12,624+633.2% |