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 | $61,331 | $74,927-18.1% | $101,794-39.7% | $84,808-27.7% |
| Participation rate | 59.4% | 61.4%-2.0pp | 69.2%-9.8pp | 68.3%-8.9pp |
| Annual return | 11.65% | 18.70%-7.0pp | 30.53%-18.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | -$1 | $1,522-100.1% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,891 | $3,099-6.7% | $4,084-29.2% | $4,212-31.4% |
| Admin fee / account holder | $5,095 | $6,514-21.8% | $8,777-41.9% | $7,344-30.6% |