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 | $40,522 | $89,753-54.9% | $107,525-62.3% | $84,808-52.2% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 11.04% | 29.48%-18.4pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $170 | $3,113-94.6% | $3,754-95.5% | $2,631-93.6% |
| Participant deferral / active EE | $1,859 | $4,056-54.2% | $5,116-63.7% | $4,212-55.8% |
| Admin fee / account holder | $6,229 | $7,222-13.7% | $8,919-30.2% | $7,344-15.2% |