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 | $26,090 | $85,766-69.6% | $136,294-80.9% | $70,131-62.8% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 14.10% | 31.45%-17.4pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $244 | $2,966-91.8% | $4,695-94.8% | $2,342-89.6% |
| Participant deferral / active EE | $2,743 | $5,051-45.7% | $6,247-56.1% | $3,332-17.7% |
| Admin fee / account holder | $8,886 | $5,420+63.9% | $9,243-3.9% | $4,645+91.3% |