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 | $71,367 | $45,073+58.3% | $69,455+2.8% | $72,985-2.2% |
| Participation rate | 59.5% | 68.5%-9.0pp | 74.6%-15.1pp | 69.5%-10.0pp |
| Annual return | 3.04% | 22.65%-19.6pp | 28.97%-25.9pp | 81.00%-78.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,682 | $2,602+41.5% | $3,535+4.2% | $3,607+2.1% |
| Admin fee / account holder | $1,280 | $3,056-58.1% | $3,839-66.7% | $5,124-75.0% |