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 | $92,070 | $106,749-13.8% | $145,433-36.7% | $82,448+11.7% |
| Participation rate | 62.0% | 75.6%-13.6pp | 82.1%-20.1pp | 68.1%-6.0pp |
| Annual return | 13.13% | 27.59%-14.5pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,049 | $6,519-53.2% | $7,897-61.4% | $4,139-26.3% |
| Admin fee / account holder | $8,422 | $8,390+0.4% | $13,129-35.9% | $7,234+16.4% |