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 | $78,933 | $73,933+6.8% | $96,683-18.4% | $75,163+5.0% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.1pp | 67.2%-32.9pp |
| Annual return | 10.99% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $337 | $2,928-88.5% | $3,737-91.0% | $2,670-87.4% |
| Participant deferral / active EE | $1,874 | $3,659-48.8% | $4,878-61.6% | $4,125-54.6% |
| Admin fee / account holder | $371 | $5,216-92.9% | $6,730-94.5% | $5,651-93.4% |