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 | $160,712 | $100,923+59.2% | $150,045+7.1% | $74,304+116.3% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.3%-21.0pp | 60.3%+1.0pp |
| Annual return | 14.40% | 51.77%-37.4pp | 62.55%-48.2pp | 29.43%-15.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,392 | $6,709+25.1% | $7,997+4.9% | $3,767+122.8% |
| Admin fee / account holder | $16,288 | $2,767+488.7% | $13,435+21.2% | $2,969+448.6% |