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 | $69,135 | $45,073+53.4% | $69,455-0.5% | $72,985-5.3% |
| Participation rate | 67.7% | 68.5%-0.8pp | 74.6%-6.9pp | 69.5%-1.7pp |
| Annual return | 4.60% | 22.65%-18.0pp | 28.97%-24.4pp | 81.00%-76.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,260 | $2,602-51.6% | $3,535-64.4% | $3,607-65.1% |
| Admin fee / account holder | $9,828 | $3,056+221.6% | $3,839+156.0% | $5,124+91.8% |