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 | $90,931 | $80,968+12.3% | $96,544-5.8% | $75,163+21.0% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 9.91% | 27.06%-17.2pp | 25.84%-15.9pp | 160.62%-150.7pp |
| Employer contribution / active EE | $355 | $2,282-84.4% | $2,965-88.0% | $2,670-86.7% |
| Participant deferral / active EE | $2,482 | $3,928-36.8% | $4,851-48.8% | $4,125-39.8% |
| Admin fee / account holder | $4,378 | $6,724-34.9% | $8,252-46.9% | $5,651-22.5% |