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 | $69,749 | $58,512+19.2% | $84,015-17.0% | $72,985-4.4% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 4.71% | 28.93%-24.2pp | 71.31%-66.6pp | 81.00%-76.3pp |
| Employer contribution / active EE | $205 | $1,163-82.4% | $1,983-89.7% | $2,440-91.6% |
| Participant deferral / active EE | $2,641 | $2,394+10.3% | $3,239-18.5% | $3,607-26.8% |
| Admin fee / account holder | $618 | $4,569-86.5% | $6,101-89.9% | $5,124-87.9% |