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 | $109,906 | $76,367+43.9% | $93,606+17.4% | $72,985+50.6% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.5%-7.9pp |
| Annual return | 15.52% | 25.82%-10.3pp | 32.76%-17.2pp | 81.00%-65.5pp |
| Employer contribution / active EE | $368 | $2,275-83.8% | $2,718-86.4% | $2,440-84.9% |
| Participant deferral / active EE | $1,814 | $3,538-48.7% | $4,069-55.4% | $3,607-49.7% |
| Admin fee / account holder | $3,342 | $6,838-51.1% | $7,888-57.6% | $5,124-34.8% |