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 | $51,810 | $45,073+14.9% | $69,455-25.4% | $72,985-29.0% |
| Participation rate | 51.7% | 68.5%-16.8pp | 74.6%-22.9pp | 69.5%-17.8pp |
| Annual return | 5.28% | 22.65%-17.4pp | 28.97%-23.7pp | 81.00%-75.7pp |
| Employer contribution / active EE | $337 | $2,054-83.6% | $2,779-87.9% | $2,440-86.2% |
| Participant deferral / active EE | $1,566 | $2,602-39.8% | $3,535-55.7% | $3,607-56.6% |
| Admin fee / account holder | $2,938 | $3,056-3.8% | $3,839-23.5% | $5,124-42.7% |