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 | $99,519 | $65,395+52.2% | $182,532-45.5% | $72,985+36.4% |
| Participation rate | 45.7% | 65.4%-19.8pp | 78.0%-32.3pp | 69.5%-23.8pp |
| Annual return | 5.37% | 27.68%-22.3pp | 148.54%-143.2pp | 81.00%-75.6pp |
| Employer contribution / active EE | $318 | $1,911-83.4% | $4,076-92.2% | $2,440-87.0% |
| Participant deferral / active EE | $1,832 | $3,563-48.6% | $5,524-66.8% | $3,607-49.2% |
| Admin fee / account holder | $3,916 | $4,245-7.7% | $8,592-54.4% | $5,124-23.6% |