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 | $96,365 | $95,803+0.6% | $113,168-14.8% | $84,808+13.6% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 5.45% | 25.00%-19.6pp | 24.27%-18.8pp | 40.90%-35.4pp |
| Employer contribution / active EE | $539 | $2,360-77.2% | $2,975-81.9% | $2,631-79.5% |
| Participant deferral / active EE | $2,261 | $4,242-46.7% | $5,107-55.7% | $4,212-46.3% |
| Admin fee / account holder | $4,335 | $8,989-51.8% | $12,068-64.1% | $7,344-41.0% |