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 | $57,216 | $65,041-12.0% | $90,951-37.1% | $79,858-28.4% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | -0.47% | 30.45%-30.9pp | 134.60%-135.1pp | 31.71%-32.2pp |
| Employer contribution / active EE | $231 | $1,247-81.5% | $2,122-89.1% | $2,471-90.6% |
| Participant deferral / active EE | $2,262 | $2,512-10.0% | $3,373-33.0% | $3,740-39.5% |
| Admin fee / account holder | $17,310 | $4,536+281.6% | $5,959+190.5% | $5,306+226.2% |