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 | $100,066 | $95,803+4.4% | $113,168-11.6% | $84,808+18.0% |
| Participation rate | 45.7% | 72.9%-27.2pp | 76.6%-30.9pp | 68.3%-22.6pp |
| Annual return | 10.71% | 25.00%-14.3pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $362 | $2,360-84.6% | $2,975-87.8% | $2,631-86.2% |
| Participant deferral / active EE | $3,702 | $4,242-12.7% | $5,107-27.5% | $4,212-12.1% |
| Admin fee / account holder | $1,904 | $8,989-78.8% | $12,068-84.2% | $7,344-74.1% |