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 | $58,882 | $72,012-18.2% | $185,823-68.3% | $79,858-26.3% |
| Participation rate | 67.5% | 65.8%+1.7pp | 78.0%-10.5pp | 69.6%-2.1pp |
| Annual return | 7.70% | 23.12%-15.4pp | 35.95%-28.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,316 | $3,779-12.2% | $5,632-41.1% | $3,740-11.3% |
| Admin fee / account holder | $13,716 | $4,513+204.0% | $9,500+44.4% | $5,306+158.5% |