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 | $65,828 | $73,787-10.8% | $98,716-33.3% | $82,448-20.2% |
| Participation rate | 24.4% | 61.4%-37.0pp | 69.3%-44.8pp | 68.1%-43.6pp |
| Annual return | 9.33% | 18.57%-9.2pp | 31.81%-22.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,350 | $3,081-56.2% | $4,048-66.6% | $4,139-67.4% |
| Admin fee / account holder | $24,254 | $6,500+273.1% | $8,703+178.7% | $7,234+235.3% |