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 | $81,929 | $67,606+21.2% | $82,313-0.5% | $70,131+16.8% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 11.66% | 21.57%-9.9pp | 25.88%-14.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $302 | $1,755-82.8% | $2,428-87.5% | $2,342-87.1% |
| Participant deferral / active EE | $2,564 | $2,987-14.2% | $3,706-30.8% | $3,332-23.0% |
| Admin fee / account holder | $1,146 | $4,512-74.6% | $5,608-79.6% | $4,645-75.3% |