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 | $89,940 | $51,175+75.8% | $70,515+27.5% | $75,163+19.7% |
| Participation rate | 25.8% | 60.9%-35.1pp | 68.3%-42.5pp | 67.2%-41.4pp |
| Annual return | 11.48% | 30.02%-18.5pp | 32.77%-21.3pp | 160.62%-149.1pp |
| Employer contribution / active EE | $127 | $1,826-93.0% | $2,973-95.7% | $2,670-95.2% |
| Participant deferral / active EE | $1,394 | $2,849-51.1% | $4,567-69.5% | $4,125-66.2% |
| Admin fee / account holder | $6,264 | $4,091+53.1% | $6,412-2.3% | $5,651+10.9% |