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 | $68,149 | $69,977-2.6% | $108,579-37.2% | $62,891+8.4% |
| Participation rate | 65.4% | 72.9%-7.5pp | 79.6%-14.2pp | 69.3%-3.9pp |
| Annual return | 1.54% | 10.73%-9.2pp | -51.70%+53.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $358 | $2,135-83.2% | $3,758-90.5% | $2,281-84.3% |
| Participant deferral / active EE | $3,278 | $3,165+3.6% | $4,311-24.0% | $3,203+2.4% |
| Admin fee / account holder | $6,138 | $5,076+20.9% | $7,645-19.7% | $4,296+42.9% |