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 | $51,506 | $87,013-40.8% | $106,213-51.5% | $80,856-36.3% |
| Participation rate | 64.6% | 70.4%-5.9pp | 75.3%-10.7pp | 67.6%-3.1pp |
| Annual return | 7.54% | 17.05%-9.5pp | 116.14%-108.6pp | 35.59%-28.1pp |
| Employer contribution / active EE | $610 | $2,395-74.5% | $3,171-80.8% | $2,755-77.9% |
| Participant deferral / active EE | $3,564 | $3,986-10.6% | $5,016-28.9% | $4,296-17.0% |
| Admin fee / account holder | $7,160 | $8,431-15.1% | $11,033-35.1% | $6,918+3.5% |