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 | $85,150 | $86,286-1.3% | $111,297-23.5% | $85,850-0.8% |
| Participation rate | 42.1% | 73.3%-31.2pp | 77.3%-35.2pp | 69.3%-27.2pp |
| Annual return | 9.71% | 19.99%-10.3pp | 54.65%-44.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $221 | $2,043-89.2% | $2,731-91.9% | $2,565-91.4% |
| Participant deferral / active EE | $2,826 | $3,641-22.4% | $4,487-37.0% | $3,952-28.5% |
| Admin fee / account holder | $6,451 | $8,188-21.2% | $7,964-19.0% | $6,260+3.1% |