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 | $78,499 | $76,367+2.8% | $93,606-16.1% | $72,985+7.6% |
| Participation rate | 32.4% | 71.7%-39.4pp | 75.8%-43.5pp | 69.5%-37.1pp |
| Annual return | 8.89% | 25.82%-16.9pp | 32.76%-23.9pp | 81.00%-72.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,438 | $3,538-59.3% | $4,069-64.6% | $3,607-60.1% |
| Admin fee / account holder | $23,029 | $6,838+236.8% | $7,888+191.9% | $5,124+349.4% |