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 | $45,314 | $87,135-48.0% | $206,214-78.0% | $116,875-61.2% |
| Participation rate | 51.4% | 76.8%-25.4pp | 82.4%-30.9pp | 74.5%-23.1pp |
| Annual return | 11.89% | 22.51%-10.6pp | -1.60%+13.5pp | 16.29%-4.4pp |
| Employer contribution / active EE | $766 | $3,046-74.8% | $5,967-87.2% | $3,288-76.7% |
| Participant deferral / active EE | $1,541 | $3,898-60.5% | $4,649-66.9% | $3,885-60.3% |
| Admin fee / account holder | $6,300 | $8,630-27.0% | $13,671-53.9% | $12,263-48.6% |