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 | $129,514 | $88,370+46.6% | $112,977+14.6% | $79,858+62.2% |
| Participation rate | 64.3% | 76.8%-12.5pp | 82.6%-18.3pp | 69.6%-5.3pp |
| Annual return | 10.74% | 23.16%-12.4pp | 24.24%-13.5pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,478 | $4,536-1.3% | $5,836-23.3% | $3,740+19.7% |
| Admin fee / account holder | $6,967 | $5,750+21.2% | $6,294+10.7% | $5,306+31.3% |