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 | $127,847 | $95,803+33.4% | $113,168+13.0% | $84,808+50.7% |
| Participation rate | 64.5% | 72.9%-8.4pp | 76.6%-12.1pp | 68.3%-3.8pp |
| Annual return | 10.83% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.1pp |
| Employer contribution / active EE | $486 | $2,360-79.4% | $2,975-83.7% | $2,631-81.5% |
| Participant deferral / active EE | $4,675 | $4,242+10.2% | $5,107-8.4% | $4,212+11.0% |
| Admin fee / account holder | $24,266 | $8,989+170.0% | $12,068+101.1% | $7,344+230.4% |