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 | $83,659 | $83,477+0.2% | $125,175-33.2% | $72,985+14.6% |
| Participation rate | 47.6% | 73.3%-25.7pp | 79.8%-32.2pp | 69.5%-21.9pp |
| Annual return | 15.20% | 25.78%-10.6pp | 43.79%-28.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,808 | $3,585+6.2% | $4,937-22.9% | $3,607+5.6% |
| Admin fee / account holder | $727 | $5,517-86.8% | $9,702-92.5% | $5,124-85.8% |