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 | $64,376 | $81,460-21.0% | $103,333-37.7% | $80,856-20.4% |
| Participation rate | 40.4% | 66.8%-26.5pp | 74.5%-34.1pp | 67.6%-27.3pp |
| Annual return | 9.93% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $459 | $3,105-85.2% | $3,868-88.1% | $2,755-83.3% |
| Participant deferral / active EE | $2,741 | $3,869-29.1% | $5,057-45.8% | $4,296-36.2% |
| Admin fee / account holder | $870 | $6,566-86.8% | $8,355-89.6% | $6,918-87.4% |