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 | $59,479 | $78,422-24.2% | $95,952-38.0% | $79,858-25.5% |
| Participation rate | 49.3% | 73.5%-24.2pp | 77.1%-27.7pp | 69.6%-20.3pp |
| Annual return | 2.63% | 19.37%-16.7pp | 91.61%-89.0pp | 31.71%-29.1pp |
| Employer contribution / active EE | $426 | $1,945-78.1% | $2,541-83.2% | $2,471-82.8% |
| Participant deferral / active EE | $2,525 | $3,440-26.6% | $4,167-39.4% | $3,740-32.5% |
| Admin fee / account holder | $888 | $5,622-84.2% | $6,795-86.9% | $5,306-83.3% |