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 | $96,206 | $127,065-24.3% | $113,168-15.0% | $142,382-32.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 10.10% | 24.03%-13.9pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $295 | $3,442-91.4% | $2,975-90.1% | $4,299-93.1% |
| Participant deferral / active EE | $2,164 | $5,716-62.1% | $5,107-57.6% | $6,507-66.7% |
| Admin fee / account holder | $55,359 | $15,736+251.8% | $12,068+358.7% | $12,624+338.5% |