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 | $71,396 | $192,717-63.0% | $142,449-49.9% | $139,434-48.8% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 1.54% | 17.99%-16.5pp | 19.99%-18.5pp | 372.94%-371.4pp |
| Employer contribution / active EE | $737 | $5,806-87.3% | $4,847-84.8% | $4,751-84.5% |
| Participant deferral / active EE | $2,602 | $7,208-63.9% | $6,283-58.6% | $6,710-61.2% |
| Admin fee / account holder | $13,580 | $15,124-10.2% | $10,011+35.7% | $11,403+19.1% |