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 | $100,002 | $127,065-21.3% | $113,168-11.6% | $142,382-29.8% |
| Participation rate | 29.2% | 79.2%-50.0pp | 76.6%-47.4pp | 80.1%-51.0pp |
| Annual return | 4.23% | 24.03%-19.8pp | 24.27%-20.0pp | 217.08%-212.8pp |
| Employer contribution / active EE | $609 | $3,442-82.3% | $2,975-79.5% | $4,299-85.8% |
| Participant deferral / active EE | $1,926 | $5,716-66.3% | $5,107-62.3% | $6,507-70.4% |
| Admin fee / account holder | $2,738 | $15,736-82.6% | $12,068-77.3% | $12,624-78.3% |