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 | $63,547 | $71,050-10.6% | $93,606-32.1% | $80,856-21.4% |
| Participation rate | 38.2% | 60.4%-22.2pp | 68.7%-30.5pp | 67.6%-29.5pp |
| Annual return | 6.35% | 11.26%-4.9pp | 133.20%-126.8pp | 35.59%-29.2pp |
| Employer contribution / active EE | $343 | $1,564-78.1% | $2,420-85.8% | $2,755-87.5% |
| Participant deferral / active EE | $2,399 | $4,034-40.5% | $4,411-45.6% | $4,296-44.2% |
| Admin fee / account holder | $1,493 | $6,945-78.5% | $8,285-82.0% | $6,918-78.4% |