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 | $84,250 | $59,101+42.6% | $77,163+9.2% | $75,163+12.1% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.6%-0.3pp | 67.2%+2.0pp |
| Annual return | 10.31% | 26.71%-16.4pp | 37.87%-27.6pp | 160.62%-150.3pp |
| Employer contribution / active EE | $190 | $1,995-90.5% | $2,535-92.5% | $2,670-92.9% |
| Participant deferral / active EE | $1,069 | $2,999-64.4% | $3,833-72.1% | $4,125-74.1% |
| Admin fee / account holder | $93,642 | $4,774+1861.5% | $5,472+1611.3% | $5,651+1557.1% |