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 | $42,156 | $73,933-43.0% | $96,683-56.4% | $75,163-43.9% |
| Participation rate | 35.3% | 66.4%-31.1pp | 74.3%-39.0pp | 67.2%-31.9pp |
| Annual return | 11.77% | 26.70%-14.9pp | 35.69%-23.9pp | 160.62%-148.9pp |
| Employer contribution / active EE | $353 | $2,928-87.9% | $3,737-90.6% | $2,670-86.8% |
| Participant deferral / active EE | $2,414 | $3,659-34.0% | $4,878-50.5% | $4,125-41.5% |
| Admin fee / account holder | $10,853 | $5,216+108.1% | $6,730+61.3% | $5,651+92.1% |