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 | $90,396 | $82,882+9.1% | $127,761-29.2% | $72,985+23.9% |
| Participation rate | 55.2% | 71.5%-16.3pp | 79.0%-23.8pp | 69.5%-14.3pp |
| Annual return | 15.52% | 32.20%-16.7pp | 26.14%-10.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $283 | $3,346-91.5% | $4,574-93.8% | $2,440-88.4% |
| Participant deferral / active EE | $1,854 | $4,791-61.3% | $6,021-69.2% | $3,607-48.6% |
| Admin fee / account holder | $3,173 | $6,487-51.1% | $9,395-66.2% | $5,124-38.1% |