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 | $51,126 | $67,411-24.2% | $91,001-43.8% | $70,131-27.1% |
| Participation rate | 63.1% | 71.4%-8.3pp | 75.6%-12.5pp | 69.5%-6.4pp |
| Annual return | 12.46% | -40.16%+52.6pp | 4.60%+7.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $211 | $1,786-88.2% | $2,456-91.4% | $2,342-91.0% |
| Participant deferral / active EE | $2,471 | $2,823-12.5% | $3,547-30.3% | $3,332-25.8% |
| Admin fee / account holder | $4,378 | $4,236+3.3% | $5,417-19.2% | $4,645-5.8% |