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 | $81,602 | $50,464+61.7% | $75,781+7.7% | $52,331+55.9% |
| Participation rate | 30.4% | 66.8%-36.4pp | 75.8%-45.4pp | 68.1%-37.7pp |
| Annual return | -2.99% | 1.03%-4.0pp | 9.68%-12.7pp | 4.54%-7.5pp |
| Employer contribution / active EE | $201 | $1,988-89.9% | $3,323-93.9% | $1,882-89.3% |
| Participant deferral / active EE | $2,858 | $2,570+11.2% | $3,651-21.7% | $3,022-5.4% |
| Admin fee / account holder | $5,120 | $1,103+364.2% | $5,299-3.4% | $592+765.4% |