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 | $145,840 | $176,812-17.5% | $146,665-0.6% | $167,490-12.9% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 8.20% | 24.03%-15.8pp | 22.74%-14.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $940 | $5,160-81.8% | $4,136-77.3% | $4,837-80.6% |
| Participant deferral / active EE | $3,778 | $6,440-41.3% | $5,506-31.4% | $6,341-40.4% |
| Admin fee / account holder | $8,892 | $13,259-32.9% | $10,280-13.5% | $12,309-27.8% |