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 | $79,820 | $50,958+56.6% | $74,550+7.1% | $64,186+24.4% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.1%-17.3pp | 69.6%-17.7pp |
| Annual return | -10.75% | -1.86%-8.9pp | 32.53%-43.3pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,877 | $2,301+25.0% | $3,108-7.4% | $3,470-17.1% |
| Admin fee / account holder | $3,607 | $4,223-14.6% | $5,060-28.7% | $4,888-26.2% |