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 | $87,020 | $72,492+20.0% | $87,100-0.1% | $72,985+19.2% |
| Participation rate | 42.6% | 72.8%-30.2pp | 76.9%-34.3pp | 69.5%-26.9pp |
| Annual return | 8.55% | 24.46%-15.9pp | 28.19%-19.6pp | 81.00%-72.5pp |
| Employer contribution / active EE | $396 | $1,894-79.1% | $2,521-84.3% | $2,440-83.8% |
| Participant deferral / active EE | $2,503 | $3,270-23.5% | $4,049-38.2% | $3,607-30.6% |
| Admin fee / account holder | $4,895 | $5,055-3.2% | $7,497-34.7% | $5,124-4.5% |