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 | $87,983 | $103,376-14.9% | $87,100+1.0% | $152,861-42.4% |
| Participation rate | 35.7% | 79.3%-43.6pp | 76.9%-41.2pp | 82.4%-46.7pp |
| Annual return | 2.47% | 28.10%-25.6pp | 28.19%-25.7pp | 345.32%-342.8pp |
| Employer contribution / active EE | $142 | $3,220-95.6% | $2,521-94.4% | $4,762-97.0% |
| Participant deferral / active EE | $2,834 | $4,778-40.7% | $4,049-30.0% | $5,850-51.6% |
| Admin fee / account holder | $5,021 | $12,205-58.9% | $7,497-33.0% | $11,596-56.7% |