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 | $116,151 | $95,803+21.2% | $113,168+2.6% | $84,808+37.0% |
| Participation rate | 52.3% | 72.9%-20.6pp | 76.6%-24.3pp | 68.3%-16.0pp |
| Annual return | 11.69% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $255 | $2,360-89.2% | $2,975-91.4% | $2,631-90.3% |
| Participant deferral / active EE | $3,624 | $4,242-14.6% | $5,107-29.0% | $4,212-13.9% |
| Admin fee / account holder | $13,667 | $8,989+52.0% | $12,068+13.3% | $7,344+86.1% |