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 | $59,065 | $58,208+1.5% | $81,812-27.8% | $80,856-27.0% |
| Participation rate | 37.3% | 63.4%-26.2pp | 72.3%-35.1pp | 67.6%-30.4pp |
| Annual return | 7.79% | 41.66%-33.9pp | 773.79%-766.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $168 | $2,340-92.8% | $2,912-94.2% | $2,755-93.9% |
| Participant deferral / active EE | $1,725 | $3,281-47.4% | $4,319-60.1% | $4,296-59.9% |
| Admin fee / account holder | $17,758 | $4,981+256.5% | $7,386+140.4% | $6,918+156.7% |