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 | $75,995 | $78,672-3.4% | $109,143-30.4% | $85,850-11.5% |
| Participation rate | 65.5% | 68.3%-2.8pp | 75.9%-10.4pp | 69.3%-3.8pp |
| Annual return | 8.99% | 25.09%-16.1pp | 25.75%-16.8pp | 318.53%-309.5pp |
| Employer contribution / active EE | $409 | $2,735-85.0% | $3,722-89.0% | $2,565-84.1% |
| Participant deferral / active EE | $2,968 | $3,467-14.4% | $4,653-36.2% | $3,952-24.9% |
| Admin fee / account holder | $1,243 | $5,469-77.3% | $6,752-81.6% | $6,260-80.1% |