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 | $86,285 | $93,571-7.8% | $135,903-36.5% | $75,163+14.8% |
| Participation rate | 59.0% | 75.2%-16.2pp | 81.9%-22.9pp | 67.2%-8.2pp |
| Annual return | 13.47% | 30.90%-17.4pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $766 | $3,537-78.3% | $4,856-84.2% | $2,670-71.3% |
| Participant deferral / active EE | $4,822 | $6,404-24.7% | $7,758-37.8% | $4,125+16.9% |
| Admin fee / account holder | $957 | $6,975-86.3% | $10,762-91.1% | $5,651-83.1% |