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 | $62,169 | $70,428-11.7% | $96,562-35.6% | $85,850-27.6% |
| Participation rate | 43.4% | 61.8%-18.4pp | 69.8%-26.4pp | 69.3%-25.9pp |
| Annual return | 10.30% | 18.59%-8.3pp | 37.78%-27.5pp | 318.53%-308.2pp |
| Employer contribution / active EE | $111 | $1,413-92.1% | $2,356-95.3% | $2,565-95.7% |
| Participant deferral / active EE | $1,436 | $2,894-50.4% | $3,849-62.7% | $3,952-63.7% |
| Admin fee / account holder | $3,907 | $4,997-21.8% | $6,181-36.8% | $6,260-37.6% |