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 | $75,036 | $76,050-1.3% | $96,544-22.3% | $71,457+5.0% |
| Participation rate | 48.4% | 74.4%-26.0pp | 76.0%-27.5pp | 67.9%-19.5pp |
| Annual return | 13.53% | 22.81%-9.3pp | 25.84%-12.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $395 | $2,244-82.4% | $2,965-86.7% | $2,588-84.7% |
| Participant deferral / active EE | $2,338 | $4,215-44.5% | $4,851-51.8% | $4,289-45.5% |
| Admin fee / account holder | $4,046 | $2,707+49.4% | $8,252-51.0% | $1,587+154.9% |