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 | $76,128 | $52,580+44.8% | $71,671+6.2% | $70,131+8.6% |
| Participation rate | 65.0% | 60.9%+4.1pp | 68.7%-3.7pp | 69.5%-4.5pp |
| Annual return | 9.55% | 20.25%-10.7pp | 20.65%-11.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,219 | $2,386+34.9% | $3,438-6.4% | $3,332-3.4% |
| Admin fee / account holder | $6,383 | $3,653+74.8% | $5,558+14.8% | $4,645+37.4% |