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 | $100,879 | $60,349+67.2% | $74,183+36.0% | $62,891+60.4% |
| Participation rate | 69.4% | 72.7%-3.3pp | 76.6%-7.2pp | 69.3%+0.1pp |
| Annual return | -1.03% | 21.37%-22.4pp | 17.74%-18.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,888 | $2,856+1.1% | $3,550-18.6% | $3,203-9.8% |
| Admin fee / account holder | $2,294 | $4,261-46.2% | $5,586-58.9% | $4,296-46.6% |