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 | $63,364 | $74,927-15.4% | $101,794-37.8% | $84,808-25.3% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.2%-0.1pp | 68.3%+0.7pp |
| Annual return | 10.82% | 18.70%-7.9pp | 30.53%-19.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $164 | $1,522-89.2% | $2,289-92.8% | $2,631-93.8% |
| Participant deferral / active EE | $4,047 | $3,099+30.6% | $4,084-0.9% | $4,212-3.9% |
| Admin fee / account holder | $17,894 | $6,514+174.7% | $8,777+103.9% | $7,344+143.7% |