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 | $61,887 | $86,929-28.8% | $102,423-39.6% | $80,856-23.5% |
| Participation rate | 58.4% | 72.4%-13.9pp | 76.5%-18.1pp | 67.6%-9.2pp |
| Annual return | 8.56% | 18.88%-10.3pp | 29.32%-20.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $664 | $2,369-72.0% | $3,023-78.0% | $2,755-75.9% |
| Participant deferral / active EE | $1,921 | $4,118-53.4% | $5,053-62.0% | $4,296-55.3% |
| Admin fee / account holder | $1,901 | $8,049-76.4% | $9,451-79.9% | $6,918-72.5% |