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 | $36,719 | $35,183+4.4% | $73,545-50.1% | $70,131-47.6% |
| Participation rate | 36.1% | 42.9%-6.8pp | 54.9%-18.8pp | 69.5%-33.4pp |
| Annual return | 9.02% | 26.90%-17.9pp | -15.16%+24.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,719 | $1,220+122.9% | $1,806+50.6% | $3,332-18.4% |
| Admin fee / account holder | $2,822 | $2,302+22.6% | $2,320+21.6% | $4,645-39.3% |