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 | $56,528 | $53,127+6.4% | $86,590-34.7% | $70,131-19.4% |
| Participation rate | 53.2% | 65.3%-12.1pp | 73.5%-20.3pp | 69.5%-16.3pp |
| Annual return | 11.38% | 27.66%-16.3pp | 964.84%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $205 | $2,068-90.1% | $2,839-92.8% | $2,342-91.3% |
| Participant deferral / active EE | $2,880 | $2,696+6.8% | $3,609-20.2% | $3,332-13.6% |
| Admin fee / account holder | $944 | $3,585-73.7% | $4,906-80.8% | $4,645-79.7% |