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 | $95,453+21.7% | $112,040+3.7% | $82,448+40.9% |
| Participation rate | 52.3% | 72.8%-20.4pp | 76.5%-24.2pp | 68.1%-15.8pp |
| Annual return | 11.69% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $255 | $2,318-89.0% | $2,954-91.4% | $2,551-90.0% |
| Participant deferral / active EE | $3,624 | $4,224-14.2% | $5,098-28.9% | $4,139-12.4% |
| Admin fee / account holder | $13,667 | $9,013+51.6% | $12,098+13.0% | $7,234+88.9% |