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 | $50,729 | $37,426+35.5% | $77,482-34.5% | $79,858-36.5% |
| Participation rate | 22.5% | 41.5%-19.0pp | 54.2%-31.7pp | 69.6%-47.1pp |
| Annual return | 9.49% | 39.70%-30.2pp | 54.79%-45.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $358 | $1,260-71.6% | $1,861-80.8% | $3,740-90.4% |
| Admin fee / account holder | $1,195 | $2,504-52.3% | $2,858-58.2% | $5,306-77.5% |