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 | $61,428 | $74,927-18.0% | $101,794-39.7% | $84,808-27.6% |
| Participation rate | 28.0% | 61.4%-33.4pp | 69.2%-41.2pp | 68.3%-40.3pp |
| Annual return | 7.53% | 18.70%-11.2pp | 30.53%-23.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $188 | $1,522-87.6% | $2,289-91.8% | $2,631-92.8% |
| Participant deferral / active EE | $3,139 | $3,099+1.3% | $4,084-23.1% | $4,212-25.5% |
| Admin fee / account holder | $13,502 | $6,514+107.3% | $8,777+53.8% | $7,344+83.9% |