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 | $67,395 | $85,766-21.4% | $136,294-50.6% | $70,131-3.9% |
| Participation rate | 52.8% | 74.2%-21.3pp | 81.9%-29.1pp | 69.5%-16.7pp |
| Annual return | 12.88% | 31.45%-18.6pp | 5155.94%-5143.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $349 | $2,966-88.2% | $4,695-92.6% | $2,342-85.1% |
| Participant deferral / active EE | $3,486 | $5,051-31.0% | $6,247-44.2% | $3,332+4.6% |
| Admin fee / account holder | $336 | $5,420-93.8% | $9,243-96.4% | $4,645-92.8% |