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 | $54,608 | $53,777+1.5% | $134,143-59.3% | $79,858-31.6% |
| Participation rate | 49.5% | 58.8%-9.3pp | 72.2%-22.7pp | 69.6%-20.1pp |
| Annual return | 10.14% | 19.01%-8.9pp | 36.33%-26.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $228 | $1,321-82.7% | $3,704-93.8% | $2,471-90.8% |
| Participant deferral / active EE | $1,923 | $2,420-20.6% | $3,499-45.0% | $3,740-48.6% |
| Admin fee / account holder | $22,591 | $3,984+467.0% | $6,684+238.0% | $5,306+325.7% |