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 | $44,801 | $88,672-49.5% | $105,223-57.4% | $82,448-45.7% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 10.00% | 30.86%-20.9pp | 180.65%-170.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $427 | $3,048-86.0% | $3,689-88.4% | $2,551-83.3% |
| Participant deferral / active EE | $1,891 | $4,036-53.2% | $5,072-62.7% | $4,139-54.3% |
| Admin fee / account holder | $9,291 | $7,146+30.0% | $8,859+4.9% | $7,234+28.4% |