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 | $53,419 | $94,625-43.5% | $116,228-54.0% | $84,808-37.0% |
| Participation rate | 59.5% | 70.4%-11.0pp | 74.6%-15.1pp | 68.3%-8.9pp |
| Annual return | 11.25% | 20.40%-9.2pp | 90.06%-78.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $564 | $2,347-76.0% | $2,994-81.2% | $2,631-78.6% |
| Participant deferral / active EE | $2,255 | $3,972-43.2% | $4,953-54.5% | $4,212-46.5% |
| Admin fee / account holder | $10,611 | $10,091+5.1% | $11,989-11.5% | $7,344+44.5% |