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 | $80,418 | $58,512+37.4% | $84,015-4.3% | $72,985+10.2% |
| Participation rate | 57.4% | 61.2%-3.8pp | 69.0%-11.6pp | 69.5%-12.0pp |
| Annual return | 13.84% | 28.93%-15.1pp | 71.31%-57.5pp | 81.00%-67.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,552 | $2,394-35.1% | $3,239-52.1% | $3,607-57.0% |
| Admin fee / account holder | $5,330 | $4,569+16.7% | $6,101-12.6% | $5,124+4.0% |