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 | $68,317 | $73,933-7.6% | $96,683-29.3% | $75,163-9.1% |
| Participation rate | 30.2% | 66.4%-36.2pp | 74.3%-44.1pp | 67.2%-37.0pp |
| Annual return | 10.66% | 26.70%-16.0pp | 35.69%-25.0pp | 160.62%-150.0pp |
| Employer contribution / active EE | $236 | $2,928-91.9% | $3,737-93.7% | $2,670-91.2% |
| Participant deferral / active EE | $3,048 | $3,659-16.7% | $4,878-37.5% | $4,125-26.1% |
| Admin fee / account holder | $14,268 | $5,216+173.5% | $6,730+112.0% | $5,651+152.5% |