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 | $43,245 | $109,359-60.5% | $162,163-73.3% | $72,985-40.7% |
| Participation rate | 60.6% | 84.3%-23.6pp | 87.6%-26.9pp | 69.5%-8.9pp |
| Annual return | 9.50% | 25.46%-16.0pp | 115.59%-106.1pp | 81.00%-71.5pp |
| Employer contribution / active EE | $782 | $3,907-80.0% | $5,614-86.1% | $2,440-67.9% |
| Participant deferral / active EE | $3,129 | $5,481-42.9% | $7,298-57.1% | $3,607-13.3% |
| Admin fee / account holder | $9,856 | $7,972+23.6% | $10,843-9.1% | $5,124+92.3% |