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 | $70,096 | $76,552-8.4% | $123,892-43.4% | $62,891+11.5% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 2.62% | 18.68%-16.1pp | 47.52%-44.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $214 | $2,883-92.6% | $4,617-95.4% | $2,281-90.6% |
| Participant deferral / active EE | $3,828 | $4,840-20.9% | $5,984-36.0% | $3,203+19.5% |
| Admin fee / account holder | $5,492 | $4,826+13.8% | $8,357-34.3% | $4,296+27.8% |