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 | $54,337 | $95,803-43.3% | $113,168-52.0% | $84,808-35.9% |
| Participation rate | 67.1% | 72.9%-5.7pp | 76.6%-9.4pp | 68.3%-1.2pp |
| Annual return | 8.76% | 25.00%-16.2pp | 24.27%-15.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,185 | $4,242-24.9% | $5,107-37.6% | $4,212-24.4% |
| Admin fee / account holder | $3,490 | $8,989-61.2% | $12,068-71.1% | $7,344-52.5% |