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 | $51,421 | $73,787-30.3% | $98,716-47.9% | $82,448-37.6% |
| Participation rate | 54.4% | 61.4%-7.0pp | 69.3%-14.9pp | 68.1%-13.7pp |
| Annual return | 11.71% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $291 | $1,511-80.8% | $2,279-87.2% | $2,551-88.6% |
| Participant deferral / active EE | $1,706 | $3,081-44.6% | $4,048-57.9% | $4,139-58.8% |
| Admin fee / account holder | $969 | $6,500-85.1% | $8,703-88.9% | $7,234-86.6% |