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 | $91,547 | $89,698+2.1% | $103,476-11.5% | $80,856+13.2% |
| Participation rate | 64.0% | 76.0%-12.0pp | 80.5%-16.5pp | 67.6%-3.6pp |
| Annual return | 6.79% | 22.78%-16.0pp | 23.90%-17.1pp | 35.59%-28.8pp |
| Employer contribution / active EE | $591 | $4,018-85.3% | $4,672-87.4% | $2,755-78.6% |
| Participant deferral / active EE | $3,648 | $5,456-33.1% | $6,623-44.9% | $4,296-15.1% |
| Admin fee / account holder | $8,325 | $6,768+23.0% | $9,413-11.6% | $6,918+20.3% |