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 | $150,293 | $100,326+49.8% | $180,183-16.6% | $84,808+77.2% |
| Participation rate | 53.8% | 71.0%-17.2pp | 77.4%-23.6pp | 68.3%-14.5pp |
| Annual return | 11.70% | 17.86%-6.2pp | 27.86%-16.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,028 | $3,269-68.5% | $5,039-79.6% | $2,631-60.9% |
| Participant deferral / active EE | $2,982 | $5,066-41.1% | $6,822-56.3% | $4,212-29.2% |
| Admin fee / account holder | $6,662 | $9,674-31.1% | $19,975-66.6% | $7,344-9.3% |