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 | $58,665 | $65,365-10.2% | $92,893-36.8% | $72,985-19.6% |
| Participation rate | 67.2% | 68.3%-1.1pp | 76.0%-8.8pp | 69.5%-2.3pp |
| Annual return | 2.94% | 42.10%-39.2pp | 109.41%-106.5pp | 81.00%-78.1pp |
| Employer contribution / active EE | $380 | $2,594-85.4% | $3,653-89.6% | $2,440-84.4% |
| Participant deferral / active EE | $3,397 | $3,128+8.6% | $4,236-19.8% | $3,607-5.8% |
| Admin fee / account holder | $4,443 | $4,251+4.5% | $5,794-23.3% | $5,124-13.3% |