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 9-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 | $47,098 | $181,894-74.1% | $156,549-69.9% | $273,961-82.8% |
| Participation rate | 30.0% | 88.4%-58.4pp | 84.0%-54.0pp | 83.0%-53.0pp |
| Annual return | -0.50% | 30.74%-31.2pp | 32.23%-32.7pp | 41.45%-41.9pp |
| Employer contribution / active EE | $297 | $6,248-95.2% | $5,501-94.6% | $4,869-93.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $42,322 | $15,559+172.0% | $13,027+224.9% | $10,132+317.7% |