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 | $46,470 | $72,012-35.5% | $185,823-75.0% | $79,858-41.8% |
| Participation rate | 53.8% | 65.8%-11.9pp | 78.0%-24.2pp | 69.6%-15.8pp |
| Annual return | 11.20% | 23.12%-11.9pp | 35.95%-24.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,063 | $3,779-45.4% | $5,632-63.4% | $3,740-44.8% |
| Admin fee / account holder | $499 | $4,513-88.9% | $9,500-94.7% | $5,306-90.6% |