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 5-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 | $69,552 | $81,248-14.4% | $155,509-55.3% | $80,856-14.0% |
| Participation rate | 13.6% | 66.2%-52.7pp | 78.2%-64.6pp | 67.6%-54.1pp |
| Annual return | 10.20% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $376 | $3,100-87.9% | $4,672-92.0% | $2,755-86.3% |
| Participant deferral / active EE | $1,095 | $3,452-68.3% | $5,626-80.5% | $4,296-74.5% |
| Admin fee / account holder | $1,828 | $7,997-77.1% | $15,912-88.5% | $6,918-73.6% |