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 | $96,591 | $95,803+0.8% | $113,168-14.6% | $84,808+13.9% |
| Participation rate | 34.1% | 72.9%-38.8pp | 76.6%-42.5pp | 68.3%-34.2pp |
| Annual return | -7.06% | 25.00%-32.1pp | 24.27%-31.3pp | 40.90%-48.0pp |
| Employer contribution / active EE | $599 | $2,360-74.6% | $2,975-79.9% | $2,631-77.2% |
| Participant deferral / active EE | $4,184 | $4,242-1.4% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $5,942 | $8,989-33.9% | $12,068-50.8% | $7,344-19.1% |