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 | $52,906 | $58,512-9.6% | $84,015-37.0% | $72,985-27.5% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 69.5%-14.9pp |
| Annual return | 15.84% | 28.93%-13.1pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $206 | $1,163-82.3% | $1,983-89.6% | $2,440-91.6% |
| Participant deferral / active EE | $2,371 | $2,394-0.9% | $3,239-26.8% | $3,607-34.3% |
| Admin fee / account holder | $3,944 | $4,569-13.7% | $6,101-35.4% | $5,124-23.0% |