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 | $40,384 | $52,580-23.2% | $71,671-43.7% | $70,131-42.4% |
| Participation rate | 32.0% | 60.9%-28.9pp | 68.7%-36.7pp | 69.5%-37.5pp |
| Annual return | 11.41% | 20.25%-8.8pp | 20.65%-9.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $986 | $2,386-58.7% | $3,438-71.3% | $3,332-70.4% |
| Admin fee / account holder | $2,159 | $3,653-40.9% | $5,558-61.2% | $4,645-53.5% |