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 | $55,645 | $149,679-62.8% | $117,039-52.5% | $147,584-62.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 6.84% | 19.31%-12.5pp | 18.95%-12.1pp | 578.55%-571.7pp |
| Employer contribution / active EE | $460 | $4,937-90.7% | $3,785-87.9% | $4,876-90.6% |
| Participant deferral / active EE | $2,230 | $4,912-54.6% | $3,929-43.2% | $5,439-59.0% |
| Admin fee / account holder | $6,429 | $7,856-18.2% | $5,974+7.6% | $10,885-40.9% |