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 | $51,197 | $103,376-50.5% | $87,100-41.2% | $152,861-66.5% |
| Participation rate | 41.7% | 79.3%-37.7pp | 76.9%-35.2pp | 82.4%-40.8pp |
| Annual return | 0.42% | 28.10%-27.7pp | 28.19%-27.8pp | 345.32%-344.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,894 | $4,778-39.4% | $4,049-28.5% | $5,850-50.5% |
| Admin fee / account holder | $5,038 | $12,205-58.7% | $7,497-32.8% | $11,596-56.6% |