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 | $70,934 | $89,753-21.0% | $107,525-34.0% | $84,808-16.4% |
| Participation rate | 48.6% | 68.1%-19.5pp | 75.1%-26.5pp | 68.3%-19.7pp |
| Annual return | 11.70% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $730 | $3,113-76.6% | $3,754-80.6% | $2,631-72.3% |
| Participant deferral / active EE | $1,811 | $4,056-55.3% | $5,116-64.6% | $4,212-57.0% |
| Admin fee / account holder | $7,040 | $7,222-2.5% | $8,919-21.1% | $7,344-4.1% |