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 9-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 | $62,704 | $45,073+39.1% | $69,455-9.7% | $72,985-14.1% |
| Participation rate | 25.8% | 68.5%-42.7pp | 74.6%-48.8pp | 69.5%-43.7pp |
| Annual return | 0.33% | 22.65%-22.3pp | 28.97%-28.6pp | 81.00%-80.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,073 | $2,602+18.1% | $3,535-13.1% | $3,607-14.8% |
| Admin fee / account holder | $397 | $3,056-87.0% | $3,839-89.6% | $5,124-92.2% |