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 | $46,382 | $67,606-31.4% | $82,313-43.7% | $70,131-33.9% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 9.49% | 21.57%-12.1pp | 25.88%-16.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $324 | $1,755-81.5% | $2,428-86.7% | $2,342-86.2% |
| Participant deferral / active EE | $1,898 | $2,987-36.4% | $3,706-48.8% | $3,332-43.0% |
| Admin fee / account holder | $2,838 | $4,512-37.1% | $5,608-49.4% | $4,645-38.9% |