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 | $64,437 | $65,395-1.5% | $182,532-64.7% | $72,985-11.7% |
| Participation rate | 52.3% | 65.4%-13.2pp | 78.0%-25.7pp | 69.5%-17.2pp |
| Annual return | 17.31% | 27.68%-10.4pp | 148.54%-131.2pp | 81.00%-63.7pp |
| Employer contribution / active EE | $173 | $1,911-90.9% | $4,076-95.8% | $2,440-92.9% |
| Participant deferral / active EE | $1,824 | $3,563-48.8% | $5,524-67.0% | $3,607-49.4% |
| Admin fee / account holder | $2,662 | $4,245-37.3% | $8,592-69.0% | $5,124-48.0% |