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 | $67,101 | $88,672-24.3% | $105,223-36.2% | $82,448-18.6% |
| Participation rate | 55.0% | 67.9%-12.9pp | 75.0%-20.0pp | 68.1%-13.1pp |
| Annual return | 10.65% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $601 | $3,048-80.3% | $3,689-83.7% | $2,551-76.4% |
| Participant deferral / active EE | $2,797 | $4,036-30.7% | $5,072-44.9% | $4,139-32.4% |
| Admin fee / account holder | $19,283 | $7,146+169.8% | $8,859+117.7% | $7,234+166.5% |