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 | $28,923 | $86,891-66.7% | $142,449-79.7% | $75,163-61.5% |
| Participation rate | 25.0% | 68.5%-43.5pp | 76.8%-51.8pp | 67.2%-42.2pp |
| Annual return | 12.86% | 23.31%-10.5pp | 19.99%-7.1pp | 160.62%-147.8pp |
| Employer contribution / active EE | $356 | $3,355-89.4% | $4,847-92.7% | $2,670-86.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $957 | $7,299-86.9% | $10,011-90.4% | $5,651-83.1% |