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 | $57,850 | $60,022-3.6% | $88,946-35.0% | $84,808-31.8% |
| Participation rate | 30.0% | 57.8%-27.8pp | 68.8%-38.8pp | 68.3%-38.3pp |
| Annual return | 13.50% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $211 | $1,703-87.6% | $2,555-91.7% | $2,631-92.0% |
| Participant deferral / active EE | $1,442 | $3,114-53.7% | $4,581-68.5% | $4,212-65.8% |
| Admin fee / account holder | $2,430 | $4,811-49.5% | $8,261-70.6% | $7,344-66.9% |