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 | $91,292 | $80,717+13.1% | $154,803-41.0% | $84,808+7.6% |
| Participation rate | 37.8% | 66.8%-29.0pp | 78.1%-40.2pp | 68.3%-30.5pp |
| Annual return | 9.46% | 37.96%-28.5pp | 58.88%-49.4pp | 40.90%-31.4pp |
| Employer contribution / active EE | $328 | $2,761-88.1% | $4,305-92.4% | $2,631-87.5% |
| Participant deferral / active EE | $2,839 | $3,303-14.1% | $5,540-48.8% | $4,212-32.6% |
| Admin fee / account holder | $15,776 | $6,746+133.9% | $14,329+10.1% | $7,344+114.8% |