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 | $61,511 | $89,753-31.5% | $107,525-42.8% | $84,808-27.5% |
| Participation rate | 46.6% | 68.1%-21.5pp | 75.1%-28.5pp | 68.3%-21.7pp |
| Annual return | 8.34% | 29.48%-21.1pp | 181.32%-173.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $595 | $3,113-80.9% | $3,754-84.1% | $2,631-77.4% |
| Participant deferral / active EE | $2,590 | $4,056-36.1% | $5,116-49.4% | $4,212-38.5% |
| Admin fee / account holder | $17,192 | $7,222+138.0% | $8,919+92.8% | $7,344+134.1% |