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 | $132,373 | $100,923+31.2% | $150,045-11.8% | $74,304+78.2% |
| Participation rate | 57.3% | 70.1%-12.8pp | 82.3%-25.0pp | 60.3%-3.1pp |
| Annual return | 13.99% | 51.77%-37.8pp | 62.55%-48.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $338 | $3,463-90.2% | $4,693-92.8% | $2,241-84.9% |
| Participant deferral / active EE | $5,654 | $6,709-15.7% | $7,997-29.3% | $3,767+50.1% |
| Admin fee / account holder | $17,297 | $2,767+525.1% | $13,435+28.7% | $2,969+482.6% |