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 | $167,628 | $72,012+132.8% | $185,823-9.8% | $79,858+109.9% |
| Participation rate | 55.7% | 65.8%-10.0pp | 78.0%-22.3pp | 69.6%-13.9pp |
| Annual return | -3.41% | 23.12%-26.5pp | 35.95%-39.4pp | 31.71%-35.1pp |
| Employer contribution / active EE | $330 | $1,965-83.2% | $4,087-91.9% | $2,471-86.7% |
| Participant deferral / active EE | $6,794 | $3,779+79.8% | $5,632+20.6% | $3,740+81.7% |
| Admin fee / account holder | $6,517 | $4,513+44.4% | $9,500-31.4% | $5,306+22.8% |