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 | $30,996 | $46,869-33.9% | $122,332-74.7% | $70,131-55.8% |
| Participation rate | 28.0% | 58.2%-30.1pp | 71.6%-43.6pp | 69.5%-41.5pp |
| Annual return | 11.73% | 24.22%-12.5pp | 30.27%-18.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $123 | $1,288-90.5% | $4,050-97.0% | $2,342-94.8% |
| Participant deferral / active EE | $870 | $2,166-59.8% | $3,287-73.5% | $3,332-73.9% |
| Admin fee / account holder | $1,770 | $3,322-46.7% | $5,478-67.7% | $4,645-61.9% |