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 | $52,718 | $76,050-30.7% | $96,544-45.4% | $71,457-26.2% |
| Participation rate | 37.6% | 74.4%-36.8pp | 76.0%-38.4pp | 67.9%-30.3pp |
| Annual return | 13.86% | 22.81%-8.9pp | 25.84%-12.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $574 | $2,244-74.4% | $2,965-80.6% | $2,588-77.8% |
| Participant deferral / active EE | $2,609 | $4,215-38.1% | $4,851-46.2% | $4,289-39.2% |
| Admin fee / account holder | $4,270 | $2,707+57.7% | $8,252-48.3% | $1,587+169.0% |