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 | $83,634 | $81,248+2.9% | $155,509-46.2% | $80,856+3.4% |
| Participation rate | 62.0% | 66.2%-4.2pp | 78.2%-16.2pp | 67.6%-5.6pp |
| Annual return | 8.26% | 33.31%-25.1pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,905 | $3,452+13.1% | $5,626-30.6% | $4,296-9.1% |
| Admin fee / account holder | $18,657 | $7,997+133.3% | $15,912+17.3% | $6,918+169.7% |