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 | $82,761 | $81,248+1.9% | $155,509-46.8% | $80,856+2.4% |
| Participation rate | 58.8% | 66.2%-7.4pp | 78.2%-19.4pp | 67.6%-8.8pp |
| Annual return | 9.48% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,103 | $3,452-10.1% | $5,626-44.9% | $4,296-27.8% |
| Admin fee / account holder | $10,669 | $7,997+33.4% | $15,912-33.0% | $6,918+54.2% |