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 | $113,272 | $131,893-14.1% | $303,047-62.6% | $116,875-3.1% |
| Participation rate | 51.9% | 79.5%-27.6pp | 87.1%-35.2pp | 74.5%-22.7pp |
| Annual return | 10.45% | 15.41%-5.0pp | 2.47%+8.0pp | 16.29%-5.8pp |
| Employer contribution / active EE | $696 | $3,467-79.9% | $7,418-90.6% | $3,288-78.8% |
| Participant deferral / active EE | $3,102 | $4,183-25.8% | $5,070-38.8% | $3,885-20.1% |
| Admin fee / account holder | $15,987 | $14,721+8.6% | $39,333-59.4% | $12,263+30.4% |