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 | $56,556 | $59,839-5.5% | $81,983-31.0% | $79,858-29.2% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.2%-16.3pp | 69.6%-16.7pp |
| Annual return | 3.18% | 17.56%-14.4pp | 41.31%-38.1pp | 31.71%-28.5pp |
| Employer contribution / active EE | $231 | $1,713-86.5% | $2,498-90.7% | $2,471-90.6% |
| Participant deferral / active EE | $2,052 | $2,695-23.9% | $3,722-44.9% | $3,740-45.1% |
| Admin fee / account holder | $29,512 | $4,287+588.4% | $5,664+421.1% | $5,306+456.2% |