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 | $42,844 | $70,669-39.4% | $169,368-74.7% | $75,163-43.0% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.1%-10.5pp | 67.2%-0.5pp |
| Annual return | 11.88% | 36.36%-24.5pp | 405.60%-393.7pp | 160.62%-148.7pp |
| Employer contribution / active EE | $399 | $2,211-81.9% | $4,013-90.1% | $2,670-85.1% |
| Participant deferral / active EE | $2,251 | $4,311-47.8% | $6,221-63.8% | $4,125-45.4% |
| Admin fee / account holder | $2,694 | $5,402-50.1% | $9,003-70.1% | $5,651-52.3% |