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 | $82,717 | $138,347-40.2% | $184,203-55.1% | $80,856+2.3% |
| Participation rate | 62.8% | 83.9%-21.1pp | 86.8%-24.0pp | 67.6%-4.8pp |
| Annual return | 10.77% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,435 | $4,850-70.4% | $6,427-77.7% | $2,755-47.9% |
| Participant deferral / active EE | $3,196 | $7,071-54.8% | $9,131-65.0% | $4,296-25.6% |
| Admin fee / account holder | $9,325 | $10,483-11.0% | $13,901-32.9% | $6,918+34.8% |