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 | $63,616 | $72,277-12.0% | $101,248-37.2% | $79,858-20.3% |
| Participation rate | 56.0% | 68.5%-12.5pp | 75.8%-19.9pp | 69.6%-13.7pp |
| Annual return | -2.26% | 22.30%-24.6pp | 46.47%-48.7pp | 31.71%-34.0pp |
| Employer contribution / active EE | $443 | $2,692-83.5% | $3,660-87.9% | $2,471-82.1% |
| Participant deferral / active EE | $2,179 | $3,282-33.6% | $4,370-50.1% | $3,740-41.7% |
| Admin fee / account holder | $631 | $4,400-85.7% | $5,945-89.4% | $5,306-88.1% |