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 | $69,908 | $83,477-16.3% | $125,175-44.2% | $72,985-4.2% |
| Participation rate | 36.0% | 73.3%-37.3pp | 79.8%-43.8pp | 69.5%-33.5pp |
| Annual return | 15.95% | 25.78%-9.8pp | 43.79%-27.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,551 | $3,585-28.8% | $4,937-48.3% | $3,607-29.3% |
| Admin fee / account holder | $14,996 | $5,517+171.8% | $9,702+54.6% | $5,124+192.7% |