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 | $49,749 | $63,355-21.5% | $91,989-45.9% | $72,985-31.8% |
| Participation rate | 58.0% | 72.5%-14.5pp | 78.6%-20.6pp | 69.5%-11.5pp |
| Annual return | 18.82% | 35.35%-16.5pp | 69.02%-50.2pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,554 | $4,883-27.2% | $5,923-40.0% | $3,607-1.5% |
| Admin fee / account holder | $5,042 | $4,668+8.0% | $7,743-34.9% | $5,124-1.6% |