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 | $52,197 | $35,183+48.4% | $73,545-29.0% | $70,131-25.6% |
| Participation rate | 29.6% | 42.9%-13.3pp | 54.9%-25.3pp | 69.5%-39.9pp |
| Annual return | 11.08% | 26.90%-15.8pp | -15.16%+26.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $52 | $709-92.7% | $1,219-95.8% | $2,342-97.8% |
| Participant deferral / active EE | $551 | $1,220-54.8% | $1,806-69.5% | $3,332-83.5% |
| Admin fee / account holder | $11,391 | $2,302+394.8% | $2,320+391.0% | $4,645+145.2% |