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 3-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 | $108,018 | $109,881-1.7% | $150,045-28.0% | $84,808+27.4% |
| Participation rate | 34.6% | 76.1%-41.5pp | 82.3%-47.7pp | 68.3%-33.7pp |
| Annual return | 13.53% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $711 | $3,561-80.0% | $4,693-84.8% | $2,631-73.0% |
| Participant deferral / active EE | $2,760 | $6,636-58.4% | $7,997-65.5% | $4,212-34.5% |
| Admin fee / account holder | $12,340 | $8,568+44.0% | $13,435-8.1% | $7,344+68.0% |