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 | $84,682 | $94,625-10.5% | $116,228-27.1% | $84,808-0.1% |
| Participation rate | 42.6% | 70.4%-27.9pp | 74.6%-32.0pp | 68.3%-25.7pp |
| Annual return | 11.79% | 20.40%-8.6pp | 90.06%-78.3pp | 40.90%-29.1pp |
| Employer contribution / active EE | $411 | $2,347-82.5% | $2,994-86.3% | $2,631-84.4% |
| Participant deferral / active EE | $2,644 | $3,972-33.4% | $4,953-46.6% | $4,212-37.2% |
| Admin fee / account holder | $12,473 | $10,091+23.6% | $11,989+4.0% | $7,344+69.8% |