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 | $43,652 | $58,512-25.4% | $84,015-48.0% | $72,985-40.2% |
| Participation rate | 47.4% | 61.2%-13.8pp | 69.0%-21.6pp | 69.5%-22.1pp |
| Annual return | 14.38% | 28.93%-14.6pp | 71.31%-56.9pp | 81.00%-66.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,181 | $2,394-50.7% | $3,239-63.5% | $3,607-67.3% |
| Admin fee / account holder | $2,615 | $4,569-42.8% | $6,101-57.1% | $5,124-49.0% |