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 | $52,399 | $102,605-48.9% | $145,661-64.0% | $84,808-38.2% |
| Participation rate | 62.0% | 74.3%-12.3pp | 77.2%-15.2pp | 68.3%-6.3pp |
| Annual return | 12.45% | 26.50%-14.0pp | 101.46%-89.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $527 | $3,325-84.1% | $4,238-87.6% | $2,631-80.0% |
| Participant deferral / active EE | $4,202 | $5,750-26.9% | $7,198-41.6% | $4,212-0.2% |
| Admin fee / account holder | $2,998 | $8,758-65.8% | $12,466-76.0% | $7,344-59.2% |