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 | $50,662 | $56,897-11.0% | $84,750-40.2% | $62,891-19.4% |
| Participation rate | 53.8% | 68.5%-14.7pp | 76.6%-22.7pp | 69.3%-15.5pp |
| Annual return | -0.16% | 6.30%-6.5pp | 22.78%-22.9pp | 20.14%-20.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,444 | $2,709-9.8% | $3,712-34.1% | $3,203-23.7% |
| Admin fee / account holder | $2,568 | $3,581-28.3% | $5,332-51.8% | $4,296-40.2% |