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 | $59,097+1.6% | $82,389-27.1% | $74,304-19.2% |
| Participation rate | 4.7% | 52.8%-48.1pp | 69.5%-64.9pp | 60.3%-55.7pp |
| Annual return | 7.58% | 22.85%-15.3pp | 28.67%-21.1pp | 29.43%-21.9pp |
| Employer contribution / active EE | $264 | $1,601-83.5% | $2,517-89.5% | $2,241-88.2% |
| Participant deferral / active EE | $935 | $2,775-66.3% | $4,155-77.5% | $3,767-75.2% |
| Admin fee / account holder | $8,367 | $4,489+86.4% | $7,231+15.7% | $2,969+181.8% |