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 | $59,881 | $77,314-22.5% | $177,989-66.4% | $80,856-25.9% |
| Participation rate | 36.4% | 65.7%-29.3pp | 77.1%-40.7pp | 67.6%-31.3pp |
| Annual return | 9.43% | 18.09%-8.7pp | 294.48%-285.1pp | 35.59%-26.2pp |
| Employer contribution / active EE | $289 | $2,292-87.4% | $3,949-92.7% | $2,755-89.5% |
| Participant deferral / active EE | $1,799 | $4,411-59.2% | $6,276-71.3% | $4,296-58.1% |
| Admin fee / account holder | $20,601 | $7,191+186.5% | $10,363+98.8% | $6,918+197.8% |