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 | $95,058 | $61,660+54.2% | $80,019+18.8% | $64,186+48.1% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.8pp | 69.6%-7.5pp |
| Annual return | -8.32% | -0.33%-8.0pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,329 | $2,968+12.2% | $3,686-9.7% | $3,470-4.0% |
| Admin fee / account holder | $1,222 | $5,417-77.5% | $6,521-81.3% | $4,888-75.0% |