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 | $81,770 | $95,803-14.6% | $113,168-27.7% | $84,808-3.6% |
| Participation rate | 47.8% | 72.9%-25.0pp | 76.6%-28.7pp | 68.3%-20.5pp |
| Annual return | 12.14% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,304 | $4,242-45.7% | $5,107-54.9% | $4,212-45.3% |
| Admin fee / account holder | $1,308 | $8,989-85.5% | $12,068-89.2% | $7,344-82.2% |