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 | $51,726 | $54,705-5.4% | $71,209-27.4% | $84,808-39.0% |
| Participation rate | 22.5% | 64.1%-41.6pp | 73.8%-51.3pp | 68.3%-45.8pp |
| Annual return | 12.15% | 35.90%-23.7pp | 282.51%-270.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $84 | $2,158-96.1% | $2,721-96.9% | $2,631-96.8% |
| Participant deferral / active EE | $673 | $3,030-77.8% | $4,175-83.9% | $4,212-84.0% |
| Admin fee / account holder | $804 | $4,863-83.5% | $5,349-85.0% | $7,344-89.1% |