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 | $49,613 | $91,190-45.6% | $178,490-72.2% | $79,858-37.9% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 9.78% | 24.19%-14.4pp | 151.07%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $295 | $3,256-90.9% | $5,011-94.1% | $2,471-88.1% |
| Participant deferral / active EE | $1,409 | $3,236-56.5% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $1,112 | $6,751-83.5% | $13,984-92.1% | $5,306-79.0% |