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 | $62,776 | $94,625-33.7% | $116,228-46.0% | $84,808-26.0% |
| Participation rate | 69.6% | 70.4%-0.9pp | 74.6%-5.0pp | 68.3%+1.3pp |
| Annual return | 9.59% | 20.40%-10.8pp | 90.06%-80.5pp | 40.90%-31.3pp |
| Employer contribution / active EE | $398 | $2,347-83.0% | $2,994-86.7% | $2,631-84.9% |
| Participant deferral / active EE | $2,253 | $3,972-43.3% | $4,953-54.5% | $4,212-46.5% |
| Admin fee / account holder | $13,001 | $10,091+28.8% | $11,989+8.4% | $7,344+77.0% |