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 | $76,939 | $95,453-19.4% | $112,040-31.3% | $82,448-6.7% |
| Participation rate | 50.5% | 72.8%-22.2pp | 76.5%-25.9pp | 68.1%-17.5pp |
| Annual return | 10.19% | 23.92%-13.7pp | 24.52%-14.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,377 | $4,224-43.7% | $5,098-53.4% | $4,139-42.6% |
| Admin fee / account holder | $21,605 | $9,013+139.7% | $12,098+78.6% | $7,234+198.6% |