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 | $69,089 | $56,110+23.1% | $94,993-27.3% | $70,131-1.5% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.9%-27.5pp | 69.5%-23.1pp |
| Annual return | 11.42% | 51.02%-39.6pp | 27.12%-15.7pp | 73.14%-61.7pp |
| Employer contribution / active EE | $194 | $1,442-86.5% | $2,603-92.5% | $2,342-91.7% |
| Participant deferral / active EE | $2,180 | $2,391-8.8% | $3,317-34.3% | $3,332-34.6% |
| Admin fee / account holder | $4,499 | $3,456+30.2% | $4,960-9.3% | $4,645-3.2% |