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 | $111,387 | $84,556+31.7% | $116,228-4.2% | $74,304+49.9% |
| Participation rate | 51.1% | 66.0%-14.9pp | 74.6%-23.4pp | 60.3%-9.2pp |
| Annual return | 11.33% | 18.35%-7.0pp | 90.06%-78.7pp | 29.43%-18.1pp |
| Employer contribution / active EE | $259 | $2,168-88.1% | $2,994-91.4% | $2,241-88.5% |
| Participant deferral / active EE | $2,585 | $3,814-32.2% | $4,953-47.8% | $3,767-31.4% |
| Admin fee / account holder | $4,087 | $3,792+7.8% | $11,989-65.9% | $2,969+37.7% |