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 | $76,640 | $67,411+13.7% | $91,001-15.8% | $70,131+9.3% |
| Participation rate | 57.8% | 71.4%-13.6pp | 75.6%-17.8pp | 69.5%-11.8pp |
| Annual return | 8.35% | -40.16%+48.5pp | 4.60%+3.7pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,319 | $2,823+17.6% | $3,547-6.4% | $3,332-0.4% |
| Admin fee / account holder | $5,235 | $4,236+23.6% | $5,417-3.4% | $4,645+12.7% |