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 | $88,672-30.6% | $105,223-41.5% | $82,448-25.4% |
| Participation rate | 46.6% | 67.9%-21.3pp | 75.0%-28.5pp | 68.1%-21.5pp |
| Annual return | 8.34% | 30.86%-22.5pp | 180.65%-172.3pp | 41.64%-33.3pp |
| Employer contribution / active EE | $595 | $3,048-80.5% | $3,689-83.9% | $2,551-76.7% |
| Participant deferral / active EE | $2,590 | $4,036-35.8% | $5,072-48.9% | $4,139-37.4% |
| Admin fee / account holder | $17,192 | $7,146+140.6% | $8,859+94.1% | $7,234+137.6% |