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 | $101,406 | $142,424-28.8% | $100,534+0.9% | $74,304+36.5% |
| Participation rate | 64.3% | 79.6%-15.2pp | 80.6%-16.3pp | 60.3%+4.0pp |
| Annual return | 3.27% | 27.53%-24.3pp | 32.66%-29.4pp | 29.43%-26.2pp |
| Employer contribution / active EE | $1,576 | $5,555-71.6% | $4,346-63.7% | $2,241-29.7% |
| Participant deferral / active EE | $5,683 | $8,247-31.1% | $6,144-7.5% | $3,767+50.8% |
| Admin fee / account holder | $5,549 | $1,986+179.5% | $7,654-27.5% | $2,969+86.9% |