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 | $60,265 | $77,634-22.4% | $156,549-61.5% | $62,891-4.2% |
| Participation rate | 8.3% | 71.2%-62.9pp | 84.0%-75.7pp | 69.3%-61.0pp |
| Annual return | 2.50% | 50.32%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $261 | $3,444-92.4% | $5,501-95.3% | $2,281-88.5% |
| Participant deferral / active EE | $5,394 | $3,045+77.1% | $4,871+10.7% | $3,203+68.4% |
| Admin fee / account holder | $5,957 | $5,561+7.1% | $13,027-54.3% | $4,296+38.7% |