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 | $60,774 | $72,492-16.2% | $87,100-30.2% | $72,985-16.7% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.8pp |
| Annual return | 2.45% | 24.46%-22.0pp | 28.19%-25.7pp | 81.00%-78.6pp |
| Employer contribution / active EE | $360 | $1,894-81.0% | $2,521-85.7% | $2,440-85.2% |
| Participant deferral / active EE | $1,767 | $3,270-46.0% | $4,049-56.4% | $3,607-51.0% |
| Admin fee / account holder | $2,176 | $5,055-57.0% | $7,497-71.0% | $5,124-57.5% |