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 | $79,057 | $78,705+0.4% | $117,854-32.9% | $70,131+12.7% |
| Participation rate | 62.2% | 73.2%-11.0pp | 79.7%-17.5pp | 69.5%-7.4pp |
| Annual return | 9.89% | 23.30%-13.4pp | 335.08%-325.2pp | 73.14%-63.2pp |
| Employer contribution / active EE | $325 | $2,223-85.4% | $3,786-91.4% | $2,342-86.1% |
| Participant deferral / active EE | $2,750 | $3,297-16.6% | $4,482-38.6% | $3,332-17.5% |
| Admin fee / account holder | $14,902 | $5,065+194.2% | $8,020+85.8% | $4,645+220.8% |