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 | $87,416 | $46,869+86.5% | $122,332-28.5% | $70,131+24.6% |
| Participation rate | 16.2% | 58.2%-42.0pp | 71.6%-55.4pp | 69.5%-53.3pp |
| Annual return | 11.38% | 24.22%-12.8pp | 30.27%-18.9pp | 73.14%-61.8pp |
| Employer contribution / active EE | $91 | $1,288-92.9% | $4,050-97.7% | $2,342-96.1% |
| Participant deferral / active EE | $857 | $2,166-60.4% | $3,287-73.9% | $3,332-74.3% |
| Admin fee / account holder | $2,685 | $3,322-19.2% | $5,478-51.0% | $4,645-42.2% |