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 | $32,058 | $49,025-34.6% | $87,507-63.4% | $62,891-49.0% |
| Participation rate | 65.8% | 64.9%+0.9pp | 73.8%-8.1pp | 69.3%-3.5pp |
| Annual return | 1.33% | 10.02%-8.7pp | 12.21%-10.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $164 | $1,372-88.0% | $2,550-93.6% | $2,281-92.8% |
| Participant deferral / active EE | $1,194 | $2,289-47.8% | $3,149-62.1% | $3,203-62.7% |
| Admin fee / account holder | $1,599 | $4,065-60.7% | $4,221-62.1% | $4,296-62.8% |