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 | $104,720 | $95,803+9.3% | $113,168-7.5% | $84,808+23.5% |
| Participation rate | 58.3% | 72.9%-14.5pp | 76.6%-18.2pp | 68.3%-10.0pp |
| Annual return | 12.05% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $479 | $2,360-79.7% | $2,975-83.9% | $2,631-81.8% |
| Participant deferral / active EE | $4,246 | $4,242+0.1% | $5,107-16.9% | $4,212+0.8% |
| Admin fee / account holder | $27,410 | $8,989+204.9% | $12,068+127.1% | $7,344+273.2% |