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 | $58,772 | $74,927-21.6% | $101,794-42.3% | $84,808-30.7% |
| Participation rate | 31.2% | 61.4%-30.2pp | 69.2%-38.0pp | 68.3%-37.1pp |
| Annual return | 11.32% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $234 | $1,522-84.6% | $2,289-89.8% | $2,631-91.1% |
| Participant deferral / active EE | $1,927 | $3,099-37.8% | $4,084-52.8% | $4,212-54.3% |
| Admin fee / account holder | $22,300 | $6,514+242.4% | $8,777+154.1% | $7,344+203.7% |