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 | $90,302 | $58,512+54.3% | $84,015+7.5% | $72,985+23.7% |
| Participation rate | 67.9% | 61.2%+6.7pp | 69.0%-1.1pp | 69.5%-1.5pp |
| Annual return | 15.83% | 28.93%-13.1pp | 71.31%-55.5pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,759 | $2,394+15.3% | $3,239-14.8% | $3,607-23.5% |
| Admin fee / account holder | $4,368 | $4,569-4.4% | $6,101-28.4% | $5,124-14.8% |