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 | $60,857 | $52,903+15.0% | $73,307-17.0% | $59,632+2.1% |
| Participation rate | 46.9% | 68.2%-21.3pp | 74.9%-28.0pp | 68.7%-21.7pp |
| Annual return | -3.75% | 12.20%-15.9pp | 5.67%-9.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,106 | $4,069+25.5% | $4,991+2.3% | $3,192+60.0% |
| Admin fee / account holder | $8,546 | $3,834+122.9% | $5,637+51.6% | $4,297+98.9% |