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 | $83,989 | $102,605-18.1% | $145,661-42.3% | $84,808-1.0% |
| Participation rate | 49.0% | 74.3%-25.3pp | 77.2%-28.2pp | 68.3%-19.3pp |
| Annual return | 12.00% | 26.50%-14.5pp | 101.46%-89.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $91 | $3,325-97.3% | $4,238-97.9% | $2,631-96.6% |
| Participant deferral / active EE | $2,006 | $5,750-65.1% | $7,198-72.1% | $4,212-52.4% |
| Admin fee / account holder | $8,863 | $8,758+1.2% | $12,466-28.9% | $7,344+20.7% |