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 | $29,893 | $80,717-63.0% | $154,803-80.7% | $84,808-64.8% |
| Participation rate | 19.4% | 66.8%-47.4pp | 78.1%-58.7pp | 68.3%-48.9pp |
| Annual return | 11.71% | 37.96%-26.2pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $172 | $2,761-93.8% | $4,305-96.0% | $2,631-93.4% |
| Participant deferral / active EE | $1,063 | $3,303-67.8% | $5,540-80.8% | $4,212-74.8% |
| Admin fee / account holder | $6,156 | $6,746-8.7% | $14,329-57.0% | $7,344-16.2% |