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 | $57,632 | $72,492-20.5% | $87,100-33.8% | $72,985-21.0% |
| Participation rate | 47.8% | 72.8%-25.0pp | 76.9%-29.0pp | 69.5%-21.7pp |
| Annual return | 5.30% | 24.46%-19.2pp | 28.19%-22.9pp | 81.00%-75.7pp |
| Employer contribution / active EE | $262 | $1,894-86.2% | $2,521-89.6% | $2,440-89.3% |
| Participant deferral / active EE | $2,496 | $3,270-23.6% | $4,049-38.3% | $3,607-30.8% |
| Admin fee / account holder | $1,121 | $5,055-77.8% | $7,497-85.0% | $5,124-78.1% |