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 | $54,773 | $99,341-44.9% | $84,750-35.4% | $273,961-80.0% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | -0.21% | 22.93%-23.1pp | 22.78%-23.0pp | 41.45%-41.7pp |
| Employer contribution / active EE | $144 | $4,214-96.6% | $3,574-96.0% | $4,869-97.0% |
| Participant deferral / active EE | $1,334 | $4,269-68.8% | $3,712-64.1% | $5,287-74.8% |
| Admin fee / account holder | $4,682 | $6,644-29.5% | $5,332-12.2% | $10,132-53.8% |