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 | $59,152 | $87,013-32.0% | $106,213-44.3% | $80,856-26.8% |
| Participation rate | 45.0% | 70.4%-25.4pp | 75.3%-30.3pp | 67.6%-22.6pp |
| Annual return | 8.75% | 17.05%-8.3pp | 116.14%-107.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $439 | $2,395-81.7% | $3,171-86.1% | $2,755-84.1% |
| Participant deferral / active EE | $2,305 | $3,986-42.2% | $5,016-54.1% | $4,296-46.4% |
| Admin fee / account holder | $5,869 | $8,431-30.4% | $11,033-46.8% | $6,918-15.2% |