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 | $134,157 | $73,933+81.5% | $96,683+38.8% | $75,163+78.5% |
| Participation rate | 68.6% | 66.4%+2.2pp | 74.3%-5.7pp | 67.2%+1.4pp |
| Annual return | 13.09% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $579 | $2,928-80.2% | $3,737-84.5% | $2,670-78.3% |
| Participant deferral / active EE | $6,941 | $3,659+89.7% | $4,878+42.3% | $4,125+68.3% |
| Admin fee / account holder | $4,844 | $5,216-7.1% | $6,730-28.0% | $5,651-14.3% |