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 | $60,639 | $91,552-33.8% | $133,956-54.7% | $79,858-24.1% |
| Participation rate | 65.2% | 73.3%-8.1pp | 79.8%-14.6pp | 69.6%-4.4pp |
| Annual return | 9.93% | 61.85%-51.9pp | 45.09%-35.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $526 | $2,384-77.9% | $3,919-86.6% | $2,471-78.7% |
| Participant deferral / active EE | $2,836 | $3,733-24.0% | $5,048-43.8% | $3,740-24.2% |
| Admin fee / account holder | $24,511 | $6,321+287.8% | $8,927+174.6% | $5,306+361.9% |