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 | $94,353 | $101,724-7.2% | $164,813-42.8% | $80,856+16.7% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.6%-30.1pp |
| Annual return | 9.58% | 16.72%-7.1pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $421 | $2,953-85.8% | $4,341-90.3% | $2,755-84.7% |
| Participant deferral / active EE | $2,792 | $4,477-37.6% | $6,031-53.7% | $4,296-35.0% |
| Admin fee / account holder | $18,905 | $8,227+129.8% | $12,690+49.0% | $6,918+173.3% |