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 | $122,637 | $56,897+115.5% | $84,750+44.7% | $62,891+95.0% |
| Participation rate | 67.3% | 68.5%-1.2pp | 76.6%-9.2pp | 69.3%-2.0pp |
| Annual return | -2.36% | 6.30%-8.7pp | 22.78%-25.1pp | 20.14%-22.5pp |
| Employer contribution / active EE | $386 | $2,400-83.9% | $3,574-89.2% | $2,281-83.1% |
| Participant deferral / active EE | $1,798 | $2,709-33.6% | $3,712-51.6% | $3,203-43.9% |
| Admin fee / account holder | $3,167 | $3,581-11.5% | $5,332-40.6% | $4,296-26.3% |