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 | $119,460 | $56,897+110.0% | $84,750+41.0% | $62,891+89.9% |
| Participation rate | 49.1% | 68.5%-19.4pp | 76.6%-27.5pp | 69.3%-20.2pp |
| Annual return | -0.97% | 6.30%-7.3pp | 22.78%-23.8pp | 20.14%-21.1pp |
| Employer contribution / active EE | $312 | $2,400-87.0% | $3,574-91.3% | $2,281-86.3% |
| Participant deferral / active EE | $2,262 | $2,709-16.5% | $3,712-39.1% | $3,203-29.4% |
| Admin fee / account holder | $15,842 | $3,581+342.4% | $5,332+197.1% | $4,296+268.8% |