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 | $97,330 | $181,894-46.5% | $156,549-37.8% | $273,961-64.5% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 1.00% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,109 | $6,248-82.3% | $5,501-79.8% | $4,869-77.2% |
| Participant deferral / active EE | $5,857 | $5,550+5.5% | $4,871+20.2% | $5,287+10.8% |
| Admin fee / account holder | $1,484 | $15,559-90.5% | $13,027-88.6% | $10,132-85.4% |