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 | $132,213 | $93,571+41.3% | $135,903-2.7% | $75,163+75.9% |
| Participation rate | 63.6% | 75.2%-11.5pp | 81.9%-18.3pp | 67.2%-3.6pp |
| Annual return | 12.89% | 30.90%-18.0pp | 68.23%-55.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $698 | $3,537-80.3% | $4,856-85.6% | $2,670-73.9% |
| Participant deferral / active EE | $3,961 | $6,404-38.2% | $7,758-48.9% | $4,125-4.0% |
| Admin fee / account holder | $3,384 | $6,975-51.5% | $10,762-68.6% | $5,651-40.1% |