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 | $65,564 | $86,929-24.6% | $102,423-36.0% | $80,856-18.9% |
| Participation rate | 45.3% | 72.4%-27.1pp | 76.5%-31.2pp | 67.6%-22.3pp |
| Annual return | 9.61% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $669 | $2,369-71.8% | $3,023-77.9% | $2,755-75.7% |
| Participant deferral / active EE | $1,857 | $4,118-54.9% | $5,053-63.2% | $4,296-56.8% |
| Admin fee / account holder | $3,750 | $8,049-53.4% | $9,451-60.3% | $6,918-45.8% |