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 | $78,919 | $80,968-2.5% | $96,544-18.3% | $75,163+5.0% |
| Participation rate | 59.0% | 71.8%-12.8pp | 76.0%-17.0pp | 67.2%-8.2pp |
| Annual return | -5.80% | 27.06%-32.9pp | 25.84%-31.6pp | 160.62%-166.4pp |
| Employer contribution / active EE | $177 | $2,282-92.2% | $2,965-94.0% | $2,670-93.4% |
| Participant deferral / active EE | $2,165 | $3,928-44.9% | $4,851-55.4% | $4,125-47.5% |
| Admin fee / account holder | $5,300 | $6,724-21.2% | $8,252-35.8% | $5,651-6.2% |