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 | $35,511 | $76,552-53.6% | $123,892-71.3% | $62,891-43.5% |
| Participation rate | 67.6% | 73.0%-5.4pp | 81.4%-13.8pp | 69.3%-1.7pp |
| Annual return | 4.30% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $12 | $2,883-99.6% | $4,617-99.7% | $2,281-99.5% |
| Participant deferral / active EE | $4,470 | $4,840-7.6% | $5,984-25.3% | $3,203+39.6% |
| Admin fee / account holder | $24,650 | $4,826+410.8% | $8,357+195.0% | $4,296+473.9% |