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 | $55,419 | $58,208-4.8% | $81,812-32.3% | $80,856-31.5% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.3%-47.3pp | 67.6%-42.6pp |
| Annual return | 10.24% | 41.66%-31.4pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $258 | $2,340-89.0% | $2,912-91.2% | $2,755-90.7% |
| Participant deferral / active EE | $2,230 | $3,281-32.0% | $4,319-48.4% | $4,296-48.1% |
| Admin fee / account holder | $9,452 | $4,981+89.8% | $7,386+28.0% | $6,918+36.6% |