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 | $56,150 | $56,897-1.3% | $84,750-33.7% | $62,891-10.7% |
| Participation rate | 28.7% | 68.5%-39.8pp | 76.6%-47.9pp | 69.3%-40.6pp |
| Annual return | 0.91% | 6.30%-5.4pp | 22.78%-21.9pp | 20.14%-19.2pp |
| Employer contribution / active EE | $232 | $2,400-90.4% | $3,574-93.5% | $2,281-89.8% |
| Participant deferral / active EE | $1,618 | $2,709-40.3% | $3,712-56.4% | $3,203-49.5% |
| Admin fee / account holder | $3,665 | $3,581+2.3% | $5,332-31.3% | $4,296-14.7% |