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 | $62,651 | $67,606-7.3% | $82,313-23.9% | $70,131-10.7% |
| Participation rate | 56.5% | 72.8%-16.3pp | 76.9%-20.4pp | 69.5%-13.1pp |
| Annual return | 8.77% | 21.57%-12.8pp | 25.88%-17.1pp | 73.14%-64.4pp |
| Employer contribution / active EE | $316 | $1,755-82.0% | $2,428-87.0% | $2,342-86.5% |
| Participant deferral / active EE | $3,164 | $2,987+5.9% | $3,706-14.6% | $3,332-5.0% |
| Admin fee / account holder | $365 | $4,512-91.9% | $5,608-93.5% | $4,645-92.1% |