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 | $111,887 | $103,376+8.2% | $87,100+28.5% | $152,861-26.8% |
| Participation rate | 52.6% | 79.3%-26.7pp | 76.9%-24.2pp | 82.4%-29.8pp |
| Annual return | 3.79% | 28.10%-24.3pp | 28.19%-24.4pp | 345.32%-341.5pp |
| Employer contribution / active EE | $570 | $3,220-82.3% | $2,521-77.4% | $4,762-88.0% |
| Participant deferral / active EE | $2,047 | $4,778-57.2% | $4,049-49.4% | $5,850-65.0% |
| Admin fee / account holder | $2,205 | $12,205-81.9% | $7,497-70.6% | $11,596-81.0% |