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 | $75,499 | $80,968-6.8% | $96,544-21.8% | $75,163+0.4% |
| Participation rate | 46.2% | 71.8%-25.6pp | 76.0%-29.8pp | 67.2%-21.0pp |
| Annual return | 6.84% | 27.06%-20.2pp | 25.84%-19.0pp | 160.62%-153.8pp |
| Employer contribution / active EE | $588 | $2,282-74.2% | $2,965-80.2% | $2,670-78.0% |
| Participant deferral / active EE | $1,874 | $3,928-52.3% | $4,851-61.4% | $4,125-54.6% |
| Admin fee / account holder | $20,302 | $6,724+201.9% | $8,252+146.0% | $5,651+259.3% |