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 | $53,361 | $64,348-17.1% | $90,160-40.8% | $70,131-23.9% |
| Participation rate | 45.7% | 70.4%-24.7pp | 76.9%-31.1pp | 69.5%-23.8pp |
| Annual return | 14.33% | 28.13%-13.8pp | 34.88%-20.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,030 | $4,389-31.0% | $5,288-42.7% | $3,332-9.1% |
| Admin fee / account holder | $3,443 | $3,944-12.7% | $5,943-42.1% | $4,645-25.9% |