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 | $124,425-19.6% | $112,040-10.7% | $137,256-27.1% |
| Participation rate | 29.2% | 79.3%-50.1pp | 76.5%-47.3pp | 80.0%-50.8pp |
| Annual return | 4.23% | 24.72%-20.5pp | 24.52%-20.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $609 | $3,411-82.1% | $2,954-79.4% | $4,156-85.3% |
| Participant deferral / active EE | $1,926 | $5,718-66.3% | $5,098-62.2% | $6,407-69.9% |
| Admin fee / account holder | $2,738 | $15,207-82.0% | $12,098-77.4% | $12,270-77.7% |