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 | $59,190 | $95,803-38.2% | $113,168-47.7% | $84,808-30.2% |
| Participation rate | 56.8% | 72.9%-16.0pp | 76.6%-19.7pp | 68.3%-11.5pp |
| Annual return | 8.73% | 25.00%-16.3pp | 24.27%-15.5pp | 40.90%-32.2pp |
| Employer contribution / active EE | $665 | $2,360-71.8% | $2,975-77.7% | $2,631-74.7% |
| Participant deferral / active EE | $2,118 | $4,242-50.1% | $5,107-58.5% | $4,212-49.7% |
| Admin fee / account holder | $4,715 | $8,989-47.5% | $12,068-60.9% | $7,344-35.8% |