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 | $67,588 | $72,012-6.1% | $185,823-63.6% | $79,858-15.4% |
| Participation rate | 34.7% | 65.8%-31.1pp | 78.0%-43.3pp | 69.6%-34.9pp |
| Annual return | 3.72% | 23.12%-19.4pp | 35.95%-32.2pp | 31.71%-28.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,168 | $3,779-16.2% | $5,632-43.8% | $3,740-15.3% |
| Admin fee / account holder | $2,614 | $4,513-42.1% | $9,500-72.5% | $5,306-50.7% |