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 | $98,914 | $177,572-44.3% | $154,803-36.1% | $142,382-30.5% |
| Participation rate | 10.0% | 82.1%-72.1pp | 78.1%-68.1pp | 80.1%-70.1pp |
| Annual return | 3.25% | 65.07%-61.8pp | 58.88%-55.6pp | 217.08%-213.8pp |
| Employer contribution / active EE | $634 | $4,810-86.8% | $4,305-85.3% | $4,299-85.3% |
| Participant deferral / active EE | $2,350 | $6,272-62.5% | $5,540-57.6% | $6,507-63.9% |
| Admin fee / account holder | $3,317 | $16,786-80.2% | $14,329-76.9% | $12,624-73.7% |