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 | $143,026 | $162,781-12.1% | $133,956+6.8% | $158,922-10.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 4.29% | 41.94%-37.7pp | 45.09%-40.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $432 | $4,975-91.3% | $3,919-89.0% | $4,761-90.9% |
| Participant deferral / active EE | $4,322 | $5,911-26.9% | $5,048-14.4% | $5,982-27.8% |
| Admin fee / account holder | $5,048 | $11,736-57.0% | $8,927-43.5% | $11,246-55.1% |