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 | $36,463 | $71,516-49.0% | $98,439-63.0% | $71,457-49.0% |
| Participation rate | 61.1% | 72.7%-11.6pp | 75.2%-14.1pp | 67.9%-6.9pp |
| Annual return | 11.75% | 32.41%-20.7pp | 21.16%-9.4pp | 28.85%-17.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,398 | $4,109-41.6% | $4,738-49.4% | $4,289-44.1% |
| Admin fee / account holder | $5,863 | $1,675+250.1% | $8,948-34.5% | $1,587+269.4% |