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 8-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 | $74,575 | $72,492+2.9% | $87,100-14.4% | $72,985+2.2% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.3pp | 69.5%-15.9pp |
| Annual return | 15.29% | 24.46%-9.2pp | 28.19%-12.9pp | 81.00%-65.7pp |
| Employer contribution / active EE | $342 | $1,894-82.0% | $2,521-86.4% | $2,440-86.0% |
| Participant deferral / active EE | $2,283 | $3,270-30.2% | $4,049-43.6% | $3,607-36.7% |
| Admin fee / account holder | $2,682 | $5,055-46.9% | $7,497-64.2% | $5,124-47.7% |