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 | $52,890 | $76,367-30.7% | $93,606-43.5% | $72,985-27.5% |
| Participation rate | 47.4% | 71.7%-24.4pp | 75.8%-28.5pp | 69.5%-22.1pp |
| Annual return | 13.27% | 25.82%-12.5pp | 32.76%-19.5pp | 81.00%-67.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $3,538-62.4% | $4,069-67.3% | $3,607-63.1% |
| Admin fee / account holder | $4,613 | $6,838-32.5% | $7,888-41.5% | $5,124-10.0% |