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 | $67,528 | $58,851+14.7% | $115,157-41.4% | $72,985-7.5% |
| Participation rate | 64.2% | 65.5%-1.4pp | 75.9%-11.8pp | 69.5%-5.3pp |
| Annual return | 2.35% | 23.16%-20.8pp | 35.60%-33.3pp | 81.00%-78.7pp |
| Employer contribution / active EE | -$37 | $1,798-102.0% | $3,179-101.2% | $2,440-101.5% |
| Participant deferral / active EE | $4,714 | $2,643+78.4% | $4,168+13.1% | $3,607+30.7% |
| Admin fee / account holder | $1,862 | $6,370-70.8% | $7,088-73.7% | $5,124-63.7% |