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 | $53,208 | $72,012-26.1% | $185,823-71.4% | $79,858-33.4% |
| Participation rate | 40.3% | 65.8%-25.4pp | 78.0%-37.7pp | 69.6%-29.3pp |
| Annual return | 11.23% | 23.12%-11.9pp | 35.95%-24.7pp | 31.71%-20.5pp |
| Employer contribution / active EE | $300 | $1,965-84.7% | $4,087-92.7% | $2,471-87.8% |
| Participant deferral / active EE | $1,648 | $3,779-56.4% | $5,632-70.7% | $3,740-55.9% |
| Admin fee / account holder | $960 | $4,513-78.7% | $9,500-89.9% | $5,306-81.9% |