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 | $83,106 | $71,057+17.0% | $93,654-11.3% | $80,874+2.8% |
| Participation rate | 30.0% | 60.4%-30.4pp | 68.7%-38.7pp | 67.6%-37.6pp |
| Annual return | 9.50% | 11.26%-1.8pp | 133.34%-123.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $256 | $1,564-83.6% | $2,421-89.4% | $2,756-90.7% |
| Participant deferral / active EE | $1,448 | $4,034-64.1% | $4,413-67.2% | $4,297-66.3% |
| Admin fee / account holder | $1,583 | $6,944-77.2% | $8,282-80.9% | $6,935-77.2% |