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 | $54,830 | $56,897-3.6% | $84,750-35.3% | $62,891-12.8% |
| Participation rate | 11.5% | 68.5%-57.0pp | 76.6%-65.1pp | 69.3%-57.8pp |
| Annual return | 2.90% | 6.30%-3.4pp | 22.78%-19.9pp | 20.14%-17.2pp |
| Employer contribution / active EE | $417 | $2,400-82.6% | $3,574-88.3% | $2,281-81.7% |
| Participant deferral / active EE | $1,301 | $2,709-52.0% | $3,712-64.9% | $3,203-59.4% |
| Admin fee / account holder | $12,500 | $3,581+249.1% | $5,332+134.4% | $4,296+191.0% |