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 | $84,363 | $91,190-7.5% | $178,490-52.7% | $79,858+5.6% |
| Participation rate | 43.9% | 69.2%-25.3pp | 81.9%-38.1pp | 69.6%-25.8pp |
| Annual return | 3.30% | 24.19%-20.9pp | 151.07%-147.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $250 | $3,256-92.3% | $5,011-95.0% | $2,471-89.9% |
| Participant deferral / active EE | $1,591 | $3,236-50.8% | $5,202-69.4% | $3,740-57.5% |
| Admin fee / account holder | $12,030 | $6,751+78.2% | $13,984-14.0% | $5,306+126.7% |