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 | $21,668 | $81,248-73.3% | $155,509-86.1% | $80,856-73.2% |
| Participation rate | 9.3% | 66.2%-57.0pp | 78.2%-68.9pp | 67.6%-58.4pp |
| Annual return | 10.33% | 33.31%-23.0pp | 64.67%-54.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $337 | $3,100-89.1% | $4,672-92.8% | $2,755-87.8% |
| Participant deferral / active EE | $927 | $3,452-73.1% | $5,626-83.5% | $4,296-78.4% |
| Admin fee / account holder | $2,745 | $7,997-65.7% | $15,912-82.7% | $6,918-60.3% |