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 | $90,063 | $109,881-18.0% | $150,045-40.0% | $84,808+6.2% |
| Participation rate | 55.6% | 76.1%-20.5pp | 82.3%-26.8pp | 68.3%-12.8pp |
| Annual return | 10.55% | 28.25%-17.7pp | 62.55%-52.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $434 | $3,561-87.8% | $4,693-90.8% | $2,631-83.5% |
| Participant deferral / active EE | $4,341 | $6,636-34.6% | $7,997-45.7% | $4,212+3.1% |
| Admin fee / account holder | $2,561 | $8,568-70.1% | $13,435-80.9% | $7,344-65.1% |