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 | $103,895 | $153,772-32.4% | $133,980-22.5% | $273,961-62.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 3.23% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.2pp |
| Employer contribution / active EE | $847 | $6,029-86.0% | $5,211-83.8% | $4,869-82.6% |
| Participant deferral / active EE | $2,734 | $6,958-60.7% | $6,282-56.5% | $5,287-48.3% |
| Admin fee / account holder | $620 | $11,765-94.7% | $9,324-93.3% | $10,132-93.9% |