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 7-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 | $83,090 | $56,897+46.0% | $84,750-2.0% | $62,891+32.1% |
| Participation rate | 62.5% | 68.5%-6.0pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | -3.68% | 6.30%-10.0pp | 22.78%-26.5pp | 20.14%-23.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,857 | $2,709+5.5% | $3,712-23.0% | $3,203-10.8% |
| Admin fee / account holder | $1,779 | $3,581-50.3% | $5,332-66.6% | $4,296-58.6% |