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 | $61,418 | $81,460-24.6% | $103,333-40.6% | $80,856-24.0% |
| Participation rate | 24.4% | 66.8%-42.5pp | 74.5%-50.1pp | 67.6%-43.2pp |
| Annual return | 9.34% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $575 | $3,105-81.5% | $3,868-85.1% | $2,755-79.1% |
| Participant deferral / active EE | $2,459 | $3,869-36.4% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $4,908 | $6,566-25.3% | $8,355-41.3% | $6,918-29.0% |