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 | $69,946 | $109,413-36.1% | $156,263-55.2% | $84,808-17.5% |
| Participation rate | 62.5% | 72.7%-10.2pp | 78.9%-16.4pp | 68.3%-5.8pp |
| Annual return | 12.01% | 20.18%-8.2pp | 59.47%-47.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $439 | $2,907-84.9% | $4,333-89.9% | $2,631-83.3% |
| Participant deferral / active EE | $2,542 | $4,590-44.6% | $6,158-58.7% | $4,212-39.6% |
| Admin fee / account holder | $9,681 | $9,357+3.5% | $14,255-32.1% | $7,344+31.8% |