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 | $62,351 | $78,705-20.8% | $117,854-47.1% | $70,131-11.1% |
| Participation rate | 67.9% | 73.2%-5.3pp | 79.7%-11.8pp | 69.5%-1.7pp |
| Annual return | 10.00% | 23.30%-13.3pp | 335.08%-325.1pp | 73.14%-63.1pp |
| Employer contribution / active EE | $475 | $2,223-78.6% | $3,786-87.4% | $2,342-79.7% |
| Participant deferral / active EE | $3,769 | $3,297+14.3% | $4,482-15.9% | $3,332+13.1% |
| Admin fee / account holder | $8,050 | $5,065+58.9% | $8,020+0.4% | $4,645+73.3% |