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 | $55,924 | $72,277-22.6% | $101,248-44.8% | $79,858-30.0% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.8%-47.2pp | 69.6%-41.1pp |
| Annual return | 4.39% | 22.30%-17.9pp | 46.47%-42.1pp | 31.71%-27.3pp |
| Employer contribution / active EE | $574 | $2,692-78.7% | $3,660-84.3% | $2,471-76.8% |
| Participant deferral / active EE | $1,758 | $3,282-46.4% | $4,370-59.8% | $3,740-53.0% |
| Admin fee / account holder | $24,483 | $4,400+456.4% | $5,945+311.8% | $5,306+361.4% |