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 | $96,334 | $95,803+0.6% | $113,168-14.9% | $84,808+13.6% |
| Participation rate | 35.3% | 72.9%-37.6pp | 76.6%-41.3pp | 68.3%-33.0pp |
| Annual return | 8.33% | 25.00%-16.7pp | 24.27%-15.9pp | 40.90%-32.6pp |
| Employer contribution / active EE | $506 | $2,360-78.5% | $2,975-83.0% | $2,631-80.8% |
| Participant deferral / active EE | $3,095 | $4,242-27.0% | $5,107-39.4% | $4,212-26.5% |
| Admin fee / account holder | $59,510 | $8,989+562.0% | $12,068+393.1% | $7,344+710.3% |