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 | $56,422 | $72,277-21.9% | $101,248-44.3% | $79,858-29.3% |
| Participation rate | 58.2% | 68.5%-10.3pp | 75.8%-17.6pp | 69.6%-11.4pp |
| Annual return | 9.79% | 22.30%-12.5pp | 46.47%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $17 | $2,692-99.4% | $3,660-99.5% | $2,471-99.3% |
| Participant deferral / active EE | $3,791 | $3,282+15.5% | $4,370-13.2% | $3,740+1.4% |
| Admin fee / account holder | $13,678 | $4,400+210.8% | $5,945+130.1% | $5,306+157.8% |