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 | $59,327 | $72,277-17.9% | $101,248-41.4% | $79,858-25.7% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 8.37% | 22.30%-13.9pp | 46.47%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $538 | $2,692-80.0% | $3,660-85.3% | $2,471-78.2% |
| Participant deferral / active EE | $2,276 | $3,282-30.6% | $4,370-47.9% | $3,740-39.1% |
| Admin fee / account holder | $6,921 | $4,400+57.3% | $5,945+16.4% | $5,306+30.4% |