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 | $60,237 | $94,625-36.3% | $116,228-48.2% | $84,808-29.0% |
| Participation rate | 28.8% | 70.4%-41.6pp | 74.6%-45.7pp | 68.3%-39.5pp |
| Annual return | 9.38% | 20.40%-11.0pp | 90.06%-80.7pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,885 | $3,972-27.4% | $4,953-41.8% | $4,212-31.5% |
| Admin fee / account holder | $10,050 | $10,091-0.4% | $11,989-16.2% | $7,344+36.8% |