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 | $87,336 | $86,929+0.5% | $102,423-14.7% | $80,856+8.0% |
| Participation rate | 47.9% | 72.4%-24.5pp | 76.5%-28.6pp | 67.6%-19.7pp |
| Annual return | 8.35% | 18.88%-10.5pp | 29.32%-21.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $122 | $2,369-94.9% | $3,023-96.0% | $2,755-95.6% |
| Participant deferral / active EE | $2,730 | $4,118-33.7% | $5,053-46.0% | $4,296-36.5% |
| Admin fee / account holder | $1,625 | $8,049-79.8% | $9,451-82.8% | $6,918-76.5% |