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 | $64,612 | $72,277-10.6% | $101,248-36.2% | $79,858-19.1% |
| Participation rate | 43.3% | 68.5%-25.1pp | 75.8%-32.5pp | 69.6%-26.3pp |
| Annual return | 6.07% | 22.30%-16.2pp | 46.47%-40.4pp | 31.71%-25.6pp |
| Employer contribution / active EE | $438 | $2,692-83.7% | $3,660-88.0% | $2,471-82.3% |
| Participant deferral / active EE | $2,197 | $3,282-33.0% | $4,370-49.7% | $3,740-41.2% |
| Admin fee / account holder | $15,060 | $4,400+242.2% | $5,945+153.3% | $5,306+183.8% |