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 | $82,849 | $95,803-13.5% | $113,168-26.8% | $84,808-2.3% |
| Participation rate | 52.6% | 72.9%-20.2pp | 76.6%-23.9pp | 68.3%-15.7pp |
| Annual return | 12.03% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $225 | $2,360-90.5% | $2,975-92.4% | $2,631-91.5% |
| Participant deferral / active EE | $2,774 | $4,242-34.6% | $5,107-45.7% | $4,212-34.1% |
| Admin fee / account holder | $6,826 | $8,989-24.1% | $12,068-43.4% | $7,344-7.1% |