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 | $92,592 | $83,477+10.9% | $125,175-26.0% | $72,985+26.9% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.3pp | 69.5%-5.0pp |
| Annual return | 10.59% | 25.78%-15.2pp | 43.79%-33.2pp | 81.00%-70.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,656 | $3,585+2.0% | $4,937-25.9% | $3,607+1.4% |
| Admin fee / account holder | $5,224 | $5,517-5.3% | $9,702-46.2% | $5,124+1.9% |