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 | $69,327 | $106,515-34.9% | $96,683-28.3% | $139,434-50.3% |
| Participation rate | 26.7% | 77.8%-51.2pp | 74.3%-47.7pp | 80.3%-53.7pp |
| Annual return | 9.88% | 38.43%-28.5pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $688 | $4,103-83.2% | $3,737-81.6% | $4,751-85.5% |
| Participant deferral / active EE | $1,692 | $5,454-69.0% | $4,878-65.3% | $6,710-74.8% |
| Admin fee / account holder | $8,546 | $7,877+8.5% | $6,730+27.0% | $11,403-25.1% |