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 | $71,950 | $54,541+31.9% | $78,778-8.7% | $70,131+2.6% |
| Participation rate | 59.2% | 60.8%-1.6pp | 69.2%-10.0pp | 69.5%-10.4pp |
| Annual return | 8.66% | 21.07%-12.4pp | 35.62%-27.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,561 | $2,210-29.4% | $2,958-47.2% | $3,332-53.2% |
| Admin fee / account holder | $468 | $3,709-87.4% | $5,134-90.9% | $4,645-89.9% |