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 | $57,623 | $80,731-28.6% | $103,374-44.3% | $74,546-22.7% |
| Participation rate | 42.3% | 65.7%-23.3pp | 74.5%-32.2pp | 67.2%-24.9pp |
| Annual return | 9.71% | 27.56%-17.9pp | 24.89%-15.2pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $524 | $3,158-83.4% | $3,869-86.4% | $2,624-80.0% |
| Participant deferral / active EE | $1,661 | $3,860-57.0% | $5,058-67.2% | $4,347-61.8% |
| Admin fee / account holder | $2,617 | $2,369+10.5% | $8,394-68.8% | $1,944+34.7% |