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 | $69,291 | $78,705-12.0% | $117,854-41.2% | $70,131-1.2% |
| Participation rate | 59.5% | 73.2%-13.7pp | 79.7%-20.1pp | 69.5%-10.0pp |
| Annual return | 5.77% | 23.30%-17.5pp | 335.08%-329.3pp | 73.14%-67.4pp |
| Employer contribution / active EE | $463 | $2,223-79.2% | $3,786-87.8% | $2,342-80.3% |
| Participant deferral / active EE | $1,625 | $3,297-50.7% | $4,482-63.7% | $3,332-51.2% |
| Admin fee / account holder | $4,804 | $5,065-5.2% | $8,020-40.1% | $4,645+3.4% |