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 | $77,182 | $86,922-11.2% | $102,438-24.7% | $80,874-4.6% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.6%-29.4pp |
| Annual return | 7.83% | 18.90%-11.1pp | 29.37%-21.5pp | 35.62%-27.8pp |
| Employer contribution / active EE | $424 | $2,369-82.1% | $3,024-86.0% | $2,756-84.6% |
| Participant deferral / active EE | $2,152 | $4,119-47.7% | $5,054-57.4% | $4,297-49.9% |
| Admin fee / account holder | $1,097 | $8,050-86.4% | $9,448-88.4% | $6,935-84.2% |