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 | $83,155 | $95,803-13.2% | $113,168-26.5% | $84,808-1.9% |
| Participation rate | 61.8% | 72.9%-11.0pp | 76.6%-14.7pp | 68.3%-6.5pp |
| Annual return | 11.99% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $622 | $2,360-73.6% | $2,975-79.1% | $2,631-76.4% |
| Participant deferral / active EE | $2,023 | $4,242-52.3% | $5,107-60.4% | $4,212-52.0% |
| Admin fee / account holder | $6,367 | $8,989-29.2% | $12,068-47.2% | $7,344-13.3% |