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 | $86,356 | $71,516+20.8% | $98,439-12.3% | $71,457+20.9% |
| Participation rate | 48.9% | 72.7%-23.8pp | 75.2%-26.3pp | 67.9%-19.0pp |
| Annual return | 13.63% | 32.41%-18.8pp | 21.16%-7.5pp | 28.85%-15.2pp |
| Employer contribution / active EE | $417 | $2,399-82.6% | $3,048-86.3% | $2,588-83.9% |
| Participant deferral / active EE | $3,550 | $4,109-13.6% | $4,738-25.1% | $4,289-17.2% |
| Admin fee / account holder | $3,928 | $1,675+134.5% | $8,948-56.1% | $1,587+147.4% |