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 | $70,680 | $106,749-33.8% | $145,433-51.4% | $82,448-14.3% |
| Participation rate | 47.5% | 75.6%-28.1pp | 82.1%-34.6pp | 68.1%-20.6pp |
| Annual return | 12.70% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $376 | $3,444-89.1% | $4,554-91.8% | $2,551-85.3% |
| Participant deferral / active EE | $2,575 | $6,519-60.5% | $7,897-67.4% | $4,139-37.8% |
| Admin fee / account holder | $420 | $8,390-95.0% | $13,129-96.8% | $7,234-94.2% |