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 | $27,797 | $54,762-49.2% | $90,281-69.2% | $72,985-61.9% |
| Participation rate | 58.5% | 65.1%-6.6pp | 73.3%-14.7pp | 69.5%-10.9pp |
| Annual return | 12.55% | 30.63%-18.1pp | 78.10%-65.5pp | 81.00%-68.4pp |
| Employer contribution / active EE | $65 | $2,092-96.9% | $2,854-97.7% | $2,440-97.3% |
| Participant deferral / active EE | $907 | $2,887-68.6% | $3,885-76.6% | $3,607-74.8% |
| Admin fee / account holder | $21,735 | $3,972+447.2% | $5,351+306.2% | $5,124+324.2% |