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 | $65,258 | $76,367-14.5% | $93,606-30.3% | $72,985-10.6% |
| Participation rate | 67.2% | 71.7%-4.6pp | 75.8%-8.6pp | 69.5%-2.3pp |
| Annual return | 15.69% | 25.82%-10.1pp | 32.76%-17.1pp | 81.00%-65.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,791 | $3,538-49.4% | $4,069-56.0% | $3,607-50.3% |
| Admin fee / account holder | $6,756 | $6,838-1.2% | $7,888-14.4% | $5,124+31.8% |