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 | $36,170 | $54,762-34.0% | $90,281-59.9% | $72,985-50.4% |
| Participation rate | 22.2% | 65.1%-42.9pp | 73.3%-51.0pp | 69.5%-47.3pp |
| Annual return | 15.07% | 30.63%-15.6pp | 78.10%-63.0pp | 81.00%-65.9pp |
| Employer contribution / active EE | $214 | $2,092-89.8% | $2,854-92.5% | $2,440-91.2% |
| Participant deferral / active EE | $990 | $2,887-65.7% | $3,885-74.5% | $3,607-72.6% |
| Admin fee / account holder | $1,296 | $3,972-67.4% | $5,351-75.8% | $5,124-74.7% |