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 | $69,521 | $59,101+17.6% | $77,163-9.9% | $75,163-7.5% |
| Participation rate | 69.7% | 63.9%+5.8pp | 69.6%+0.1pp | 67.2%+2.5pp |
| Annual return | 5.42% | 26.71%-21.3pp | 37.87%-32.5pp | 160.62%-155.2pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,237 | $2,999+7.9% | $3,833-15.6% | $4,125-21.5% |
| Admin fee / account holder | $27,478 | $4,774+475.6% | $5,472+402.1% | $5,651+386.2% |