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 | $52,676 | $49,915+5.5% | $154,803-66.0% | $74,304-29.1% |
| Participation rate | 65.5% | 54.0%+11.5pp | 78.1%-12.6pp | 60.3%+5.1pp |
| Annual return | 10.10% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.3pp |
| Employer contribution / active EE | $201 | $1,611-87.5% | $4,305-95.3% | $2,241-91.0% |
| Participant deferral / active EE | $1,599 | $2,255-29.1% | $5,540-71.1% | $3,767-57.5% |
| Admin fee / account holder | $11,384 | $2,189+420.0% | $14,329-20.6% | $2,969+283.4% |