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 | $60,041 | $55,932+7.3% | $76,735-21.8% | $67,986-11.7% |
| Participation rate | 4.7% | 50.8%-46.1pp | 69.5%-64.8pp | 57.2%-52.6pp |
| Annual return | 7.58% | 23.10%-15.5pp | 29.77%-22.2pp | 31.67%-24.1pp |
| Employer contribution / active EE | $264 | $1,487-82.3% | $2,454-89.3% | $2,019-86.9% |
| Participant deferral / active EE | $935 | $2,558-63.5% | $4,088-77.1% | $3,358-72.2% |
| Admin fee / account holder | $8,367 | $4,907+70.5% | $7,189+16.4% | $3,203+161.2% |