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 | $53,250 | $59,839-11.0% | $81,983-35.0% | $79,858-33.3% |
| Participation rate | 58.1% | 61.6%-3.6pp | 69.2%-11.2pp | 69.6%-11.6pp |
| Annual return | 2.68% | 17.56%-14.9pp | 41.31%-38.6pp | 31.71%-29.0pp |
| Employer contribution / active EE | $205 | $1,713-88.0% | $2,498-91.8% | $2,471-91.7% |
| Participant deferral / active EE | $3,465 | $2,695+28.6% | $3,722-6.9% | $3,740-7.4% |
| Admin fee / account holder | $809 | $4,287-81.1% | $5,664-85.7% | $5,306-84.8% |