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 | $53,146 | $81,460-34.8% | $103,333-48.6% | $80,856-34.3% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.6%-14.9pp |
| Annual return | 8.89% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $394 | $3,105-87.3% | $3,868-89.8% | $2,755-85.7% |
| Participant deferral / active EE | $3,812 | $3,869-1.5% | $5,057-24.6% | $4,296-11.3% |
| Admin fee / account holder | $24,152 | $6,566+267.8% | $8,355+189.1% | $6,918+249.1% |