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 | $63,430 | $55,706+13.9% | $75,886-16.4% | $72,985-13.1% |
| Participation rate | 35.4% | 61.1%-25.7pp | 69.3%-33.9pp | 69.5%-34.1pp |
| Annual return | 15.42% | 27.59%-12.2pp | 30.76%-15.3pp | 81.00%-65.6pp |
| Employer contribution / active EE | $213 | $1,687-87.4% | $2,500-91.5% | $2,440-91.3% |
| Participant deferral / active EE | $1,857 | $2,634-29.5% | $3,603-48.5% | $3,607-48.5% |
| Admin fee / account holder | $11,335 | $3,978+184.9% | $5,418+109.2% | $5,124+121.2% |