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 | $69,725 | $81,233-14.2% | $155,567-55.2% | $80,874-13.8% |
| Participation rate | 63.3% | 66.2%-2.9pp | 78.2%-14.9pp | 67.6%-4.3pp |
| Annual return | 8.61% | 33.33%-24.7pp | 64.74%-56.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $281 | $3,101-90.9% | $4,674-94.0% | $2,756-89.8% |
| Participant deferral / active EE | $1,922 | $3,452-44.3% | $5,628-65.9% | $4,297-55.3% |
| Admin fee / account holder | $4,833 | $7,998-39.6% | $15,916-69.6% | $6,935-30.3% |