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 | $50,848 | $57,065-10.9% | $75,670-32.8% | $70,131-27.5% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 11.91% | 23.57%-11.7pp | 27.34%-15.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $254 | $1,817-86.0% | $2,352-89.2% | $2,342-89.1% |
| Participant deferral / active EE | $3,045 | $2,580+18.0% | $3,142-3.1% | $3,332-8.6% |
| Admin fee / account holder | $27,537 | $3,825+619.9% | $5,800+374.8% | $4,645+492.8% |