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 | $65,964 | $83,477-21.0% | $125,175-47.3% | $72,985-9.6% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.4pp | 69.5%-0.1pp |
| Annual return | 12.21% | 25.78%-13.6pp | 43.79%-31.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $459 | $2,345-80.4% | $3,865-88.1% | $2,440-81.2% |
| Participant deferral / active EE | $3,230 | $3,585-9.9% | $4,937-34.6% | $3,607-10.5% |
| Admin fee / account holder | $2,516 | $5,517-54.4% | $9,702-74.1% | $5,124-50.9% |