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 | $51,525 | $93,170-44.7% | $100,534-48.7% | $84,808-39.2% |
| Participation rate | 51.9% | 75.8%-24.0pp | 80.6%-28.8pp | 68.3%-16.5pp |
| Annual return | 13.19% | 47.13%-33.9pp | 32.66%-19.5pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,016 | $3,985-74.5% | $4,346-76.6% | $2,631-61.4% |
| Participant deferral / active EE | $2,857 | $5,699-49.9% | $6,144-53.5% | $4,212-32.2% |
| Admin fee / account holder | $1,587 | $7,382-78.5% | $7,654-79.3% | $7,344-78.4% |