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 | $87,088 | $83,477+4.3% | $125,175-30.4% | $72,985+19.3% |
| Participation rate | 62.9% | 73.3%-10.5pp | 79.8%-16.9pp | 69.5%-6.6pp |
| Annual return | -0.58% | 25.78%-26.4pp | 43.79%-44.4pp | 81.00%-81.6pp |
| Employer contribution / active EE | $326 | $2,345-86.1% | $3,865-91.6% | $2,440-86.6% |
| Participant deferral / active EE | $1,866 | $3,585-48.0% | $4,937-62.2% | $3,607-48.3% |
| Admin fee / account holder | $12,757 | $5,517+131.2% | $9,702+31.5% | $5,124+149.0% |