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 | $40,251 | $64,480-37.6% | $81,382-50.5% | $80,856-50.2% |
| Participation rate | 52.9% | 63.9%-10.9pp | 69.5%-16.5pp | 67.6%-14.7pp |
| Annual return | 7.13% | 16.34%-9.2pp | 24.73%-17.6pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,655 | $3,094+115.1% | $3,883+71.4% | $4,296+54.9% |
| Admin fee / account holder | $32,577 | $5,671+474.4% | $5,768+464.7% | $6,918+370.9% |