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 | $113,528 | $60,022+89.1% | $88,946+27.6% | $84,808+33.9% |
| Participation rate | 66.0% | 57.8%+8.1pp | 68.8%-2.9pp | 68.3%-2.4pp |
| Annual return | 12.18% | 22.43%-10.3pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,284 | $3,114+5.5% | $4,581-28.3% | $4,212-22.0% |
| Admin fee / account holder | $5,821 | $4,811+21.0% | $8,261-29.5% | $7,344-20.7% |