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 | $69,562 | $60,892+14.2% | $82,389-15.6% | $84,808-18.0% |
| Participation rate | 44.4% | 63.3%-18.8pp | 69.5%-25.1pp | 68.3%-23.9pp |
| Annual return | 7.07% | 37.29%-30.2pp | 28.67%-21.6pp | 40.90%-33.8pp |
| Employer contribution / active EE | $88 | $1,779-95.0% | $2,517-96.5% | $2,631-96.7% |
| Participant deferral / active EE | $1,762 | $3,179-44.6% | $4,155-57.6% | $4,212-58.2% |
| Admin fee / account holder | $4,695 | $5,467-14.1% | $7,231-35.1% | $7,344-36.1% |