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 | $56,535 | $58,512-3.4% | $84,015-32.7% | $72,985-22.5% |
| Participation rate | 37.9% | 61.2%-23.3pp | 69.0%-31.1pp | 69.5%-31.6pp |
| Annual return | 16.01% | 28.93%-12.9pp | 71.31%-55.3pp | 81.00%-65.0pp |
| Employer contribution / active EE | $207 | $1,163-82.2% | $1,983-89.5% | $2,440-91.5% |
| Participant deferral / active EE | $1,354 | $2,394-43.4% | $3,239-58.2% | $3,607-62.5% |
| Admin fee / account holder | $9,838 | $4,569+115.3% | $6,101+61.3% | $5,124+92.0% |