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 | $50,558 | $39,122+29.2% | $57,179-11.6% | $62,891-19.6% |
| Participation rate | 54.8% | 70.5%-15.7pp | 75.3%-20.5pp | 69.3%-14.5pp |
| Annual return | 0.44% | 9.23%-8.8pp | 14.59%-14.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,950 | $2,374+66.4% | $3,096+27.6% | $3,203+23.3% |
| Admin fee / account holder | $8,863 | $2,592+241.9% | $3,139+182.4% | $4,296+106.3% |