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 | $56,965 | $53,053+7.4% | $126,539-55.0% | $74,304-23.3% |
| Participation rate | 12.3% | 48.0%-35.7pp | 69.8%-57.5pp | 60.3%-48.0pp |
| Annual return | 10.12% | 29.46%-19.3pp | 425.95%-415.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $234 | $1,168-80.0% | $3,674-93.6% | $2,241-89.6% |
| Participant deferral / active EE | $707 | $2,303-69.3% | $4,083-82.7% | $3,767-81.2% |
| Admin fee / account holder | $13,095 | $3,698+254.1% | $6,065+115.9% | $2,969+341.1% |