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 | $53,593 | $106,515-49.7% | $96,683-44.6% | $139,434-61.6% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.2pp |
| Annual return | 8.12% | 38.43%-30.3pp | 35.69%-27.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $749 | $4,103-81.7% | $3,737-80.0% | $4,751-84.2% |
| Participant deferral / active EE | $4,846 | $5,454-11.1% | $4,878-0.7% | $6,710-27.8% |
| Admin fee / account holder | $7,389 | $7,877-6.2% | $6,730+9.8% | $11,403-35.2% |