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 | $110,890 | $69,977+58.5% | $108,579+2.1% | $62,891+76.3% |
| Participation rate | 65.5% | 72.9%-7.4pp | 79.6%-14.1pp | 69.3%-3.8pp |
| Annual return | 4.33% | 10.73%-6.4pp | -51.70%+56.0pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,444 | $3,165+8.8% | $4,311-20.1% | $3,203+7.5% |
| Admin fee / account holder | $2,290 | $5,076-54.9% | $7,645-70.0% | $4,296-46.7% |