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 | $75,902 | $72,012+5.4% | $185,823-59.2% | $79,858-5.0% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 9.20% | 23.12%-13.9pp | 35.95%-26.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $281 | $1,965-85.7% | $4,087-93.1% | $2,471-88.6% |
| Participant deferral / active EE | $2,774 | $3,779-26.6% | $5,632-50.7% | $3,740-25.8% |
| Admin fee / account holder | $4,716 | $4,513+4.5% | $9,500-50.4% | $5,306-11.1% |