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 | $69,372 | $89,753-22.7% | $107,525-35.5% | $84,808-18.2% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 10.46% | 29.48%-19.0pp | 181.32%-170.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $669 | $3,113-78.5% | $3,754-82.2% | $2,631-74.6% |
| Participant deferral / active EE | $1,894 | $4,056-53.3% | $5,116-63.0% | $4,212-55.0% |
| Admin fee / account holder | $913 | $7,222-87.4% | $8,919-89.8% | $7,344-87.6% |