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 | $77,364 | $99,341-22.1% | $84,750-8.7% | $273,961-71.8% |
| Participation rate | 47.6% | 80.7%-33.1pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | -0.12% | 22.93%-23.0pp | 22.78%-22.9pp | 41.45%-41.6pp |
| Employer contribution / active EE | $281 | $4,214-93.3% | $3,574-92.1% | $4,869-94.2% |
| Participant deferral / active EE | $2,808 | $4,269-34.2% | $3,712-24.3% | $5,287-46.9% |
| Admin fee / account holder | $14,947 | $6,644+125.0% | $5,332+180.3% | $10,132+47.5% |