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 | $34,106 | $181,894-81.2% | $156,549-78.2% | $273,961-87.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | -4.74% | 30.74%-35.5pp | 32.23%-37.0pp | 41.45%-46.2pp |
| Employer contribution / active EE | $1,292 | $6,248-79.3% | $5,501-76.5% | $4,869-73.5% |
| Participant deferral / active EE | $4,263 | $5,550-23.2% | $4,871-12.5% | $5,287-19.4% |
| Admin fee / account holder | $3,664 | $15,559-76.5% | $13,027-71.9% | $10,132-63.8% |