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 | $106,607 | $65,041+63.9% | $90,951+17.2% | $79,858+33.5% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.0%-6.5pp | 69.6%-7.1pp |
| Annual return | 9.24% | 30.45%-21.2pp | 134.60%-125.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,493 | $2,512-0.8% | $3,373-26.1% | $3,740-33.3% |
| Admin fee / account holder | $3,889 | $4,536-14.3% | $5,959-34.7% | $5,306-26.7% |