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 | $118,656 | $72,277+64.2% | $101,248+17.2% | $79,858+48.6% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 10.47% | 22.30%-11.8pp | 46.47%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $306 | $2,692-88.6% | $3,660-91.6% | $2,471-87.6% |
| Participant deferral / active EE | $4,816 | $3,282+46.8% | $4,370+10.2% | $3,740+28.8% |
| Admin fee / account holder | $6,028 | $4,400+37.0% | $5,945+1.4% | $5,306+13.6% |